Geoffrey Wells
BPC Advisors · East Syracuse, New York
Geoffrey Wells is a fee-only financial advisor at BPC Advisors in East Syracuse, New York, who holds the CFP credential. Geoffrey focuses on tax planning. BPC Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | BPC Advisors |
|---|---|
| Based in | East Syracuse, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $158.3M across 423 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5900204 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bpcadvisors.com |
| Profile |
How Geoffrey's firm compares
- BPC Advisors's average account is about $374,000, from its Form ADV (assets managed divided by 423 accounts).
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Questions about Geoffrey
Is Geoffrey Wells a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and BPC Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Geoffrey charge for financial advice?
Geoffrey's firm, BPC Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Geoffrey Wells based?
Geoffrey Wells is based in East Syracuse, New York.
What does Geoffrey specialize in?
Geoffrey's specialties include tax planning.
What credentials does Geoffrey Wells hold?
Geoffrey Wells holds the CFP credential.
Is Geoffrey Wells registered with the SEC?
Yes. Geoffrey Wells is registered as an investment adviser representative in NY (CRD 5900204), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BPC Advisors manage?
BPC Advisors reports $158.3M across 423 accounts in assets under management.
How do I contact Geoffrey Wells?
Through Geoffrey's website, www.bpcadvisors.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
- BPC 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.
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