BFF Wealth Management, Inc. fees and pricing
Financial planner in Glendale, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 12, 2025, BFF Wealth Management, Inc. charges a flat or project fee of $2,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 12, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,250
“The fee for this service is a fixed fee of $2,250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BFF Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “However, some clients may prefer that the advisory fees be billed to them on an hourly basis for services performed.”
- “The minimum fees are not negotiable, but the client will solely determine when and if his/her current situation warrants this service to be provided.”
- “The balance of the fee, if any, is payable on delivery of the financial plan.”
How BFF Wealth Management, Inc.’s fees compare
- Its flat or project fee of $2,250 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Glendale that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About BFF Wealth Management, Inc.
“Individuals associated with BFFWM will provide its professional investment advisory consultation and financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $4,500 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 112877
- Phone
- (626) 795-9600
Other planners in Glendale that publish fees
- Chaney Financial Services, Inc.Glendale$200/hr, $1,000-$5,000
- Equanimity WealthGlendale$250/hr, $399
- Pacific Global Investment Management CompanyGlendale$250/hr, $1,000-$2,500/yr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
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.