Investment adviser · CRD 119682
BFC PLANNING, INC.
Investment adviser filing (IA)
CEDAR RAPIDS, IA, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $3.84B Form ADV · Item 5.F
- Client accounts
- 13,174 Accounts, not individual clients
- Employees
- 200 Reported in this filing
- Advisory professionals
- 200 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 10,753 | $2,352,376,618 | 61.2% |
| High-net-worth individuals | 574 | $1,339,489,821 | 34.9% |
| Corporations & businesses | 78 | $92,820,156 | 2.4% |
| Retirement plans | 34 | $31,836,495 | 0.8% |
| Charities | 9 | $24,673,509 | 0.6% |
Filing source
Form ADV 2080235 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4201 42ND STREET NE, SUITE 100CEDAR RAPIDS, IA, 52402, United States
CRD 119682
Filing source
Form ADV 2080235 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.