BFF Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BFF Wealth Management provides point-in-time investment advisory consultation, written financial planning and educational workshops to a mix of institutional and non‑institutional clients, including pension and profit‑sharing plans, foundations, corporations and select high‑net‑worth individuals such as entertainers and athletes. Its service menu includes comprehensive wealth management plans, private wealth coaching, annuity review (using a proprietary "Drain Rate™" analysis), estate settlement, business marketing and pension consulting.
The firm delivers analyses and written reports rather than ongoing portfolio management or custody, and its recommendations are expressly suitability assessments as of the report date. Its methods include fundamental, technical, quantitative and qualitative analysis, and it conducts third‑party manager evaluation and selection as part of its due‑diligence work, though it does not monitor client investments on an ongoing basis.
BFFWM discloses affiliations that allow its representatives to act in broker‑dealer and insurance capacities (including relationships with Centaurus Financial, TFRIA and BFF Insurance Services), and it describes procedures to address the resulting conflicts of interest. Uncommonly for firms in this category, it offers educational seminars, pension consulting, formal selection of other advisers, and the ability to charge fixed or hourly planning fees rather than relying on percentage‑of‑AUM billing.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for various services, e.g., Private Wealth Coaching $2,250; Annuity Review $229 initial fee; Annual Progress Report minimum $799; Estate Settlement and Business Marketing fees as fixed fees with minimums
Hourly rates: Financial Planners $275-$750/hr, Paraplanners $125/hr, Staff $95/hr, Computer $110/hr
Minimum fee: Minimum fees range from $799 to $4,500 or higher depending on the service Fee-only: Fixed fees typically ranging from $4,500 to $40,000 for comprehensive planning; Private Wealth Coaching fixed fee $2,250; Annual Progress Report minimum $799; Annuity Review $229 for first annuity, $79 for each additional; Estate Settlement minimum $4,500 for existing clients, $10,500 for non-clients, can go up to $25,000 or higher; Business Marketing upfront retainer minimum $10,000 for existing clients, $15,000 for non-clients, can go up to $55,000 or higher; hourly fees for planners $275-$750/hr, paraplanners $125/hr, staff $95/hr, computer $110/hr
Main office
700 North Central Ave, Suite 235
Glendale CA 91203
Advisors at this office
1
Most active in
California
Also doing business as
Bff Wealth Management, Inc. · Total Financial Resource Advisory, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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