BBFN Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
BBFN Wealth Management LLC is a state‑registered investment adviser formed in 2024 that provides financial planning and investment management through separately managed accounts. The firm serves individuals, high‑net‑worth clients and small businesses and generally charges asset‑based investment management fees while not sponsoring wrapped or bundled fee programs.
The firm’s investment approach blends fundamental, technical and cyclical analysis and may use active, passive or Core‑and‑Satellite allocations tailored to each client’s objectives. Recommended holdings can include ETFs, mutual funds, individual equities and fixed income as well as less‑conventional instruments such as REITs, BDCs, distressed securities and derivatives, and engagements may be managed on a discretionary or non‑discretionary basis with written investment guidelines and financial plans.
Compared with many peers, the firm is newly established and run by a single principal who also serves as chief compliance officer, and it discloses an unusually broad menu of specialized planning services (including special‑needs planning, divorce planning, Social Security strategy and small‑business consultation) alongside the capacity to use higher‑risk strategies. The firm also does not vote client proxies, relies on a third‑party custodian program that provides institutional tools and services, and maintains policies intended to mitigate conflicts related to its supervisory and custodian relationships.
Client services
Financial planning
Portfolio management
Expertise
Debt management
Social Security optimization
Divorce financial planning
Planning for children with special needs
Retirement withdrawal strategies
Main office location
BBFN Wealth Management LLC
Lexington KY, United States
Number of offices
1
Most active in
BBFN Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
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