BFA Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,900,000
Clients
29
14% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$513,793
About
BFA Wealth Management provides fee-only investment management, financial planning, and consulting to individual and high‑net‑worth clients, including services for divorce financial consulting and real‑estate acquisition and financial modeling. The firm manages approximately $14.9 million on a discretionary basis for a small client roster of under 30 and delivers periodic reviews and tailored investment strategies.
BFA’s advisory work centers on discretionary portfolio management informed by fundamental, technical, and cyclical analysis, and its financial planning is built from client documents such as tax returns and insurance policies. The firm conducts quarterly account reviews, allows client‑imposed restrictions, and operates through independent custodians while participating in the Charles Schwab advisor program and charging percentage‑of‑AUM advisory fees.
Compared with many peers, the firm’s principal maintains an active real estate license and is materially involved in sponsoring and managing private real estate investment entities that offer opportunities to accredited investors; the adviser may also provide real estate brokerage services to clients under separate agreements. These outside activities can produce transaction‑based compensation and other fees that the firm discloses and seeks to manage through separate contracts, conflict disclosures, and recommendations that clients seek independent legal, tax, and financial advice.
Client services
Financial planning
Portfolio management
Financial consulting
Expertise
Real estate investing
Fee options
Financial planning fixed fees range from $7,500 to $10,000; Consulting fixed fees vary
$0 - $5,000,000: Up to 1.5% annually More than $5,000,000+: Negotiable
$375 - $500 per hour for financial planning services
Account minimum: $500,000 Fee-only: Fee-only investment management, financial planning, and consulting services
Main office location
BFA Wealth Management
3013 Yamato Rd Suite B12, 121
Boca Raton FL 33434, United States
Number of offices
2
Most active in
BFA Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Florida · Massachusetts
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not 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.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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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
Quick links
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Instagram
Website
617-366-2709
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