$180MM AUM | $1.3MM GDC in Fairhope, AL

Market
RIA
Member Level
Basic
Last Activity
this month
Profile Age
140 days old
General
Location
Fairhope, AL, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
450
Avg Client Age
60
Overview

BFA is a Wealth Management firm centered around the Fee-Only model with an emphasis on Financial Planning. We serve as fiduciaries for our clients 100% of the time and also manage a number of 401(k) plans for our business owner clients. Our Fee-Only model allows us to take clients on retainer while they accumulate their wealth. We also offer a commission-free insurance platform to provide life insurance products and various forms of annuities in a low-cost solution. We are interested in helping other advisors transition to retirement by monetizing the work they have put into their own businesses while providing a client-centered place for their clients to thrive.

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