Wealth Manager
    SEC Registered
    Manages Private Funds

    Bfc Planning, Inc.

    Registered investment advisor · Cedar Rapids, Iowa · CRD #119682

    Assets Under Management
    $3.8B
    Client Accounts
    13,174
    Employees
    200
    CRD Number
    119682
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bfc Planning, Inc.

    BFC Planning, Inc. is an investment advisory firm established in 2007, offering financial planning, asset management, and portfolio management services. It is part of Berthel Fisher Companies, founded in 1985, with 51-200 employees. The firm focuses on investment advisory without providing legal or tax advice.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bfc Planning, Inc.

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    Frequently Asked Questions

    What is Bfc Planning, Inc.'s AUM?

    Bfc Planning, Inc. reports approximately $3.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bfc Planning, Inc. headquartered?

    Bfc Planning, Inc. is headquartered in Cedar Rapids, Iowa.

    What is Bfc Planning, Inc.'s CRD number?

    Bfc Planning, Inc.'s CRD number is 119682. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bfc Planning, Inc. manage?

    Bfc Planning, Inc. manages approximately 13,174 client accounts according to its latest SEC filing.

    Is Bfc Planning, Inc. SEC registered?

    Yes, Bfc Planning, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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