# Allan Cohen

> Allan Cohen is a fee-only financial advisor at B&C Financial Advisors in Ponte Vedra Beach, Florida, who holds the CFP credential. Allan charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/allan-cohen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** B&C Financial Advisors
- **Based in:** Ponte Vedra Beach, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Assets under management (firm):** $626.0M across 1,331 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Executives, Retirees
- **CRD:** 720627 (https://adviserinfo.sec.gov/individual/summary/720627)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1982), Series 65 (1993)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.butenskycohen.com

## Frequently asked questions

### Is Allan Cohen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Allan holds no broker registration, and B&C Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Allan charge for financial advice?

Allan charges a percentage of assets.

### How much does Allan charge?

According to B&C Financial Advisors's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.

### Where is Allan Cohen based?

Allan Cohen is based in Ponte Vedra Beach, Florida.

### What does Allan specialize in?

Allan's specialties include retirement planning and small business owners. Allan works with executives and retirees.

### What credentials does Allan Cohen hold?

Allan Cohen holds the CFP credential.

### Is Allan Cohen registered with the SEC?

Yes. Allan Cohen is registered as an investment adviser representative in FL and TX (CRD 720627), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does B&C Financial Advisors manage?

B&C Financial Advisors reports $626.0M across 1,331 accounts in assets under management.

### How do I contact Allan Cohen?

Through Allan's website, www.butenskycohen.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/720627): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bandcfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.