James Kaffenbarger
BCK Partners · Corning, New York
James Kaffenbarger is a fee-only financial advisor at BCK Partners in Corning, New York, who holds the CFP credential. James focuses on retirement planning, estate & legacy planning and tax planning. BCK Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | BCK Partners |
|---|---|
| Based in | Corning, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $212.7M across 484 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, NY · CRD 4254971 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.bckpartners.com |
| Profile |
How James's firm compares
- BCK Partners's average account is about $439,000, from its Form ADV (assets managed divided by 484 accounts).
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Questions about James
Is James Kaffenbarger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and BCK Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, BCK Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is James Kaffenbarger based?
James Kaffenbarger is based in Corning, New York.
What does James specialize in?
James's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
What credentials does James Kaffenbarger hold?
James Kaffenbarger holds the CFP credential.
Is James Kaffenbarger registered with the SEC?
Yes. James Kaffenbarger is registered as an investment adviser representative in LA and NY (CRD 4254971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BCK Partners manage?
BCK Partners reports $212.7M across 484 accounts in assets under management.
How do I contact James Kaffenbarger?
Through James's website, www.bckpartners.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
- BCK Partners 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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