CEDAR RAPIDS, IACRD 119682Latest ADV March 27, 2026
Bfc Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cedar Rapids, IA. Its latest Form ADV filing, dated March 27, 2026, reports $3.8B in regulatory assets under management, 200 employees, 135 offices, and 13,174 accounts.
Assets Under Management
$3.8B
Employees
200
Offices
135 offices
Total Clients
11,448
Primary office
CEDAR RAPIDS, IA
4201 42ND STREET NE, SUITE 100, CEDAR RAPIDS, IA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.9% of total clients.
Top client categories% of clientsClients
1
Individuals
93.9%
10,753
2
HNWI
5.0%
574
3
Corporations
0.7%
78
4
Pension Plans
0.3%
34
5
Charitable
0.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of March 27, 2026
Discretionary84.2%
$3.2B
84% of total RAUM84.2%
Non-discretionary15.8%
$608M
16% of total RAUM15.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.8B
Total Accounts13,174
10Y AUM Change+$3.3B (+639.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees200
Clients per Employee57:1
10Y Employee Change-70 (-25.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.