A complete list of active advisors currently associated with BFWM LLC
Warmer can help you find a great advisor at BFWM LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at BFWM 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.
Name |
Location |
Years of experience |
|---|---|---|
Holly Springs, NC
| 0
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