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BFC PLANNING, INC.
CRD 119682File 801-67427
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.84B
Top 25% of cohort (national)
Discretionary AUM
$3.23B
Non-discretionary $608.3M
Clients
11,448
13,174 accounts
Employees
200
Top 25% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2007
- Principal office
- 4201 42ND STREET NE, SUITE 100, CEDAR RAPIDS, IA, 52402
- Phone
- 319-447-5700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.84B
- Discretionary AUM
- $3.23B
- Non-discretionary AUM
- $608.3M
- Discretionary accounts
- 11,094
- Non-discretionary accounts
- 2,080
- Total accounts
- 13,174
- AUM per client
- $336K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 78 | $92.8M |
| Charitable organizations | 9 | $24.7M |
| High net worth individuals | 574 | $1.34B |
| Pension and profit sharing plans | 34 | $31.8M |
| Individuals (other than high net worth individuals) | 10,753 | $2.35B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.