Overview
Assets Under Management: $2.0 billion
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 118
Average Client Assets: $4 million
Frequently Asked Questions
BFC PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119682), BFC PLANNING, INC. is subject to fiduciary duty under federal law.
BFC PLANNING, INC. is headquartered in CEDAR RAPIDS, IA.
BFC PLANNING, INC. serves 118 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, BFC PLANNING, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BFC PLANNING, INC. manages $2.0 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, BFC PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 8,756
Discretionary Accounts: 5,981
Non-Discretionary Accounts: 2,775
Regulatory Filings
CRD Number: 119682
Filing ID: 1966288
Last Filing Date: 2025-03-26 16:58:00
Website: https://berthel.com