Brian Foley
Advisor at BCF Law Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BCF Law Group, LLC
Location
South Boston, MA
Credentials
CFP®, Series 63
Industry experience
17 years
About
Brian Foley is a CFP® with 17 years of industry experience and is the sole advisor at BCF Law Group, LLC in South Boston, MA. He has operated BCF Law Group since 2008 and maintains a private law practice through the Law Offices of Brian C. Foley. In addition to his advisory and legal work, he prepares individual income tax returns and is a licensed independent insurance agent. BCF Law Group is an independent investment adviser serving individual clients with financial planning and discretionary portfolio management. The firm employs a conservative, low-turnover investment approach tailored to clients’ personal circumstances, integrating estate, tax, and insurance services alongside its core investment advice.
Client services
Based on BCF Law Group, LLC
Financial planning
Portfolio management
Selection of other advisers
Fee options
Written financial planning fees range from $500 to $4,000.
Insurance commissions earned by Brian Foley; no commissions on securities sales.
Negotiable hourly fee up to $300/hour for financial planning.
Fee-only: Financial planning hourly fee up to $300/hour; Written financial planning fees range from $500 to $4,000 depending on complexity.
Location
South Boston, MA
Most active in
Brian F has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
BCF Law Group, LLC
2008 - Present (18 years)
Law Offices of Brian C. Foley
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michelle M
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Quincy, MA
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Matthew H
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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Cambridge, MA
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Robert L
Series 65
Arlington, MA
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Newton S
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CFA®, Series 63
Boston, MA
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