Boardman, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
BFC PLANNING, Inc.
Multi-team
Firm-wide stats for BFC PLANNING, Inc.
About
BFC Planning, Inc. provides financial planning, asset management and referral-based outside money manager services to a broad mix of clients, including individual (both non‑HNW and high‑net‑worth) clients, corporations, pensions, trusts and banks. The firm operates as an enterprise adviser with a network of IARs and platforms supporting approximately $3.8 billion in client assets and over 11,000 client relationships.
Advice is delivered through IARs who are typically independent contractors and who work with clients on a one‑on‑one basis to set objectives, impose account restrictions if desired, and select between multiple program structures (wrap and non‑wrap), sub‑advisers, and custodial arrangements. Portfolios are generally built from stocks, bonds, mutual funds and ETFs, though individual IARs may use concentrated, active trading or speculative strategies in certain client situations and may negotiate fee arrangements within firm‑provided ranges.
Distinctive features include the firm’s allowance for IAR‑level fee flexibility and its use of a variety of third‑party platforms, including discretionary held‑away account management via an order‑management system and a direct American Funds F‑2 share class program in which assets are held at the transfer agent. The firm also discloses firm‑level measures addressing mutual‑fund share class selection (including prohibitions and conversions of 12b‑1 fee share classes) following a prior SEC enforcement matter, and maintains affiliations with broker‑dealers and an insurance agency plus bank‑sweep arrangements that the firm notes can create potential conflicts of interest.
Based on BFC PLANNING, Inc.
Expertise
Based on BFC PLANNING, Inc.
Location
833 Boardman Canfield Rd, Suite 101
Boardman OH 44512
Advisors at this office
3
Advisors at this office
Jason B
Series 63
Boardman, OH
BFC PLANNING, Inc.
Jason Bernat is a financial advisor with BFC Planning, Inc. He holds a Series 63 designation and has 16 years of industry experience. Bernat has been with BFC Planning since 2014 and is also affiliated with several financial services firms dating back to 2007. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs using multiple platform arrangements and investment strategies.
Richard H
Boardman, OH
BFC PLANNING, Inc.
Richard Horvath is a financial advisor with BFC Planning, Inc. He holds over 27 years of industry experience and has worked at BFC Planning since 2014. His prior roles include positions at Berthhel Fisher and Company Financial Services, American Financial Services, and Allstate Insurance. Horvath has also operated as an independent insurance agent since 1996. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs, employing a range of investment strategies while excluding advice on futures, hedge funds, and digital assets.
Tarick B
Boardman, OH
BFC PLANNING, Inc.
Tarick Bernat is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., bringing 32 years of industry experience. He serves as president of American Financial Services and owns American Financial Tax Services, which provides tax preparation services. BFC Planning, Inc. serves a broad mix of clients, including individuals, corporations, banks, and pension plans, offering financial planning, portfolio management, and access to various sub-advisory and third-party manager programs through a network of approximately 200 investment adviser representatives.
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