B
Bunnen Financial Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,000,000
Total clients
15
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$933,333
About
Bunnen Financial Management LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, and small businesses. The firm delivers comprehensive advice that can include cash‑flow and tax planning, retirement and estate planning, and tax preparation services as part of its client engagements.
The firm’s investment approach centers on strategic asset allocation with a core‑and‑satellite structure, using passive index and ETF strategies as core holdings and selectively adding active managers where needed; portfolios are globally diversified and implemented primarily with no‑load or low‑load mutual funds, ETFs, equities and fixed‑income securities. Investment policy statements are documented for each client, accounts are managed on a discretionary basis, and reviews are performed at least quarterly.
Compared with many peers, the firm maintains a very small client roster and focuses on relationships with larger, high‑asset clients and institutional entities rather than mass‑market individual households. The practice is strictly fee‑only, does not accept commissions or sell financial products, and is led by a single principal with decades of industry and regulatory experience; it also provides individualized net‑worth reporting and negotiated tax preparation as part of its planning services.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Tax-loss harvesting
Cash flow / budgeting
Fee options
Fixed fees including a minimum fee for tax preparation services of $1,000
$0 - $2,000,000: 0.2500% $2,000,001 - $3,999,999: 0.2250% $4,000,000 - $4,999,999: 0.1875% $5,000,000+: 0.1500%
Hourly charges available if assets diminish significantly below $500,000
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 (negotiable) Fee-only: Fee-only financial planning and investment management; no commissions accepted
Main office location
Bunnen Financial Management LLC
Atlanta GA, United States
Number of offices
1
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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