BFC PLANNING, INC.

Overview

BFC Planning, Inc. is an independent registered investment adviser that has been SEC-registered since 2007 and acts as a capital allocator for both individual/family and institutional clients. The firm’s portfolio orientation favors equities as the primary exposure, with a significant portion of client assets placed in exchange-traded equities and ETFs as core holdings. Service offerings center on financial planning, portfolio management for individuals and small businesses, and the selection and oversight of outside managers, reflecting a model that blends in-house discretionary management with third-party manager access. The firm’s fee model is multi-faceted—standard percentage-of-AUM arrangements are supplemented by hourly and fixed-fee relationships—allowing flexibility across advisory engagements. BFC Planning does not identify as an active ESG investor. Its operational footprint and business activities indicate a mix of direct advisory relationships and delegated management solutions, with a material emphasis on managed account structures and externally managed alternative fund allocations.

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Location & Offices