B&c Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“The cost to prepare a comprehensive financial plan will not exceed $2,500.00, for a 12 consecutive month period to complete the planning process.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How B&c Financial Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Contributions to your account greater than $50,000 made during the calendar quarter may be prorated (See “Deposits & Withdrawals” below for more information.).”
• “Withdrawals made from your managed portfolio less than $50,000, will not receive a partial refund of our management fees.”
• “We require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan 6.”

How B&c Financial Advisors’ fees compare

• Its flat or project fee of $2,500 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 4 other planners in Ponte Vedra Beach that publish a flat or project fee charge less.

About B&c Financial Advisors

• Firm size: 12 employees.
• Registered as an adviser: 1998 (28 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

538

Employees

12

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$626,009,888

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110295

Website

butenskycohen.com (opens in new tab)

Phone

(904) 273-9850

Can advise clients in 11 states: California, Florida, Georgia, Louisiana, North Carolina, New Jersey, New York, Pennsylvania, Tennessee, Texas, Virginia

Other planners in Ponte Vedra Beach that publish fees

• Sapphire Wealth Consulting, Inc.Ponte Vedra Beach$5,000
• Stanford Wealth Planning LLCPonte Vedra Beach$250/hr, $250⁠-⁠$20,000
• Truewater WealthPonte Vedra Beach$200/hr, $7,500
• Vigil Wealth Management, LLCPonte Vedra Beach$200/hr, $5,000

Compare all 9 planners in Ponte Vedra Beach