A complete list of active advisors currently associated with BF, LLC

Warmer can help you find a great advisor at BF, LLC or one who fits your needs even better.

Bass Financial, LLC is a state‑registered independent investment adviser that provides discretionary portfolio management to individuals, qualified retirement plans, and trusts. As a single‑advisor practice managing roughly $4.6 million for about 15 clients, the firm emphasizes personalized investment policies and ongoing account supervision. The firm gathers client objectives, time horizons, risk tolerance and liquidity needs to construct tailored portfolios using asset allocation, mutual fund/ETF selection, and a long‑term purchase approach. Unlike many peers, BF explicitly incorporates technical analysis and charting into its methods and implements trades separately for each account rather than routinely block‑trading. BF directly debits advisory fees from client custodial accounts (a constructive form of custody), does not vote client proxies, and does not charge performance‑based fees, leaving proxy voting and certain event decisions to clients. The firm operates through a third‑party custody/platform arrangement that provides custodial, execution and research services—an arrangement BF identified as part of its service model—and reports no material disciplinary history.

To learn more about the advisors currently working at BF, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.