Allan Cohen
B&C Financial Advisors · Ponte Vedra Beach, Florida
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.
Request an introduction to Allan →
Specialties
Who they serve
- Executives
- Retirees
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 | $626.0M across 1,331 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 720627 |
| Exams passed | Series 63 (1982) · Series 65 (1993) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.butenskycohen.com |
Request an introduction to Allan
Tell Allan a little about what you're looking for. Allan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Allan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- B&C Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.