Bfc Planning, INC.
Cedar Rapids, IA·SEC-registered · CRD #119682
Bfc Planning, INC. is an SEC-registered investment advisory firm in Cedar Rapids, IA managing $3.8B across 15k client accounts, with 200 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.8B
Client accounts
15k
Advisory staff
200
Fee model
Fee-based
How Bfc Planning, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Bfc Planning, INC.
How much does Bfc Planning, INC. manage?
Per its most recent SEC Form ADV filing (03/27/2026), Bfc Planning, INC. reports $3.8B in regulatory assets under management across roughly 15k client accounts.
How does Bfc Planning, INC. charge?
Bfc Planning, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bfc Planning, INC. a fiduciary?
Yes. Bfc Planning, INC. is registered with the U.S. Securities and Exchange Commission (CRD #119682), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bfc Planning, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bfc Planning, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cedar Rapids, IA
Profile compiled from Bfc Planning, INC.'s public SEC Form ADV filing (CRD #119682, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bfc Planning, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bfc Planning, INC.? Claim this profile.