Dylan Brooks
Advisor at BFC PLANNING, Inc.
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
BFC PLANNING, Inc.
Location
Telluride, CO 81435
Credentials
CFP®, Series 66
Industry experience
22 years
About
Dylan Brooks is a CFP® professional with 22 years of industry experience, currently serving at BFC PLANNING, Inc. He previously worked at Mutual Advisors, LLC and Mutual Securities Inc. Brooks owns an independent insurance agency specializing in health, disability, and life insurance and serves on the board of the Telluride Repertory Theatre, a nonprofit organization. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies tailored to client needs.
Client services
Based on BFC PLANNING, Inc.
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on BFC PLANNING, Inc.
Concentrated stock management
Options & derivatives strategies
Real estate investing
Fee options
Fixed fees for financial planning services generally range from $100 to $15,000; flat annual fees for ongoing planning services.
$0+: up to 2.5% annually $0+: up to 1.5% annually (Held Away Account Management)
Commissions on insurance and brokerage products if implemented through affiliated broker-dealers; may be offset against advisory fees.
$150 to $400 per hour for financial planning and consulting services.
Account minimum: $25,000 Fee-only: Financial planning hourly fees $150 to $400 per hour; fixed fees $100 to $15,000; flat annual fees for ongoing planning services.
Location
220 S Pine St
Telluride, CO 81435
Most active in
Dylan B has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
BFC PLANNING, Inc.
2023 - Present (3 years)
Berthel, Fisher & Company Financial Services, Inc.
2023 - Present (3 years)
Mutual Advisors, LLC
2013 - 2022 (9 years)
Mutual Securities Inc.
2012 - 2022 (10 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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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Lawyer
They provide legal services, typically billed separately.
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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.
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Farther
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