B&c Financial Advisors's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $500,000, 1.00% on the next $4 million, and 0.75% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #110295), B&c Financial Advisors is subject to fiduciary duty under federal law.
B&c Financial Advisors is headquartered in PONTE VEDRA BEACH, FL.
B&c Financial Advisors serves 146 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, B&c Financial Advisors offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
B&c Financial Advisors manages $626 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, B&c Financial Advisors serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓