Firm
B&C Financial Advisors
Ponte Vedra Beach, Florida
Fee-only
Facts
| Based in | Ponte Vedra Beach, Florida |
|---|---|
| Website | butenskycohen.com |
| Phone | (904) 273-9850 |
B&C Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"UP TO $500,000 1.50%" source
"$5,000,001 AND ABOVE 0.75%" source
"UP TO $500,000 1.50%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $626 million |
| Individual clients | 392 |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 110295 |