BFWM LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BFWM LLC is a newly formed registered investment adviser that offers discretionary managed accounts, written financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, and employer‑sponsored retirement plans. Services described in the brochure include asset allocation recommendations, ongoing account reviews, and plan design and monitoring for plan sponsors.
The firm’s investment approach is personalized and multi‑strategy, drawing on asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies, with an emphasis on aligning portfolios to client time horizons and risk tolerances. Compensation is primarily AUM‑based for portfolio management, but the firm also uses hourly and project‑based billing for financial planning and consulting—an arrangement that is less common among similar investment managers.
Distinctive aspects disclosed in the brochure include an affiliation with an accounting practice and a licensed CPA principal who devotes more than half of his time to accounting activities and may offer separate accounting services to clients. The firm also reports no assets under management to date, is early in its regulatory filings, and has not yet finalized a custodian relationship, factors that set it apart from more established peers.
Client services
Expertise
Fee options
Fixed fees from $500 to $5,000 per project
$0 - $249,999: 1.50% annually $250,000 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$300 - $500 per hour
Fee-only: Hourly fees $300 - $500 per hour; Fixed fees $500 - $5,000 per project
Main office
4928 Linksland Drive, Suite 300
Holly Springs NC 27540
Advisors at this office
1
Most active in
North Carolina
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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