Bfa Wealth Management fees and pricing
Financial planner in Delray Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 10, 2026, Bfa Wealth Management charges a monthly fee of $208 and an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $208/mo
“Page 5 BFA Wealth Management, LLC | Form ADV Part 2A and 2B | September 11, 2026 Plan Ongoing: $2,500 per year The fee for Plan Ongoing is $2,500 per year, billed monthly in advance at $208.33 per month.”
- Annual fee
- $2,500/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bfa Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable in our discretion; the fees stated below are our standard fees.”
- “You may cancel the planning agreement at any time before we deliver the plan, for any reason, and we refund the full fee.”
- “If, within 30 days after we deliver your completed plan, you tell us in writing that you want a refund, for any reason, we refund the full fee and you keep the plan.”
How Bfa Wealth Management’s fees compare
- Its annual fee of $2,500 is below the Florida median of $4,800. 30% of the 97 other Florida planners that publish an annual fee charge less.
About Bfa Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 29
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $14,900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 241793
- Phone
- (774) 696-0305
Can advise clients in 3 states: California, Florida, Massachusetts
Other planners in Delray Beach that publish fees
- Atlas Capital Advisory LLCDelray Beach$150/hr, $500-$5,000
- Indian River Financial Group, Inc.Delray Beach$500
- Roath Capital AdvisoryDelray Beach$250/hr, $1,250/qtr
- Stillpoint WealthDelray Beach$5,000
- Sundial Wealth LLCDelray Beach$500/hr
- Zuraw FinancialDelray Beach$200-$400/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.