BFWM LLC fees
Financial planner in Holly Springs, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated November 17, 2025, BFWM LLC (Holly Springs, NC) charges $300-$500 an hour and a flat or project fee of $500-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed November 17, 2025. Fees can change.
- Hourly rate
- $300-
$500/hr Starts at the North Carolina median of $300 and runs above it.
“Hourly fees range from $300 - $500 per hour, depending on what is negotiated between BFWM and the client.”
- Flat or project fee
- $500-
$5,000 Runs from below the North Carolina median of $5,000 up to it.
“Fixed fees for longer-term consulting projects range from $500 to $5,000 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How BFWM LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged quarterly in advance and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Fees are charged in advance on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the quarter.”
About BFWM LLC
- Principal: Michael McCall
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of November 17, 2025
- CRD number
- 339127 (opens in new tab)
- Phone
- (919) 387-0306
More planners in North Carolina that publish fees
- Taylor Financial, LLCWilmingtonHourly $200/hr
- PB Wealth, LLCCharlotteHourly $250/hr, Flat $1,000-$4,000
- Fortis Wealth ManagementBlowing RockHourly $250/hr, Flat $250-$1,500
- Hicks Financial Partners, LLCSouthern PinesHourly $250/hr, Flat $2,500
- InvestorBlocCharlotteHourly $300-$500/hr, Flat $250-$400
- Llewellyn Financial LLCCharlotteFlat $4,200-$50,000, Annual $7,800-$50,000/yr
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.