Firm
BFA Wealth Management
Delray Beach, Florida
Fee-only
Facts
| Based in | Delray Beach, Florida |
|---|---|
| Website | bfawealth.com |
| Phone | (774) 696-0305 |
BFA Wealth Management 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.
| Ongoing planning | From $2,500 a year |
|---|---|
| One-time plan | From $5,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$2,500 / year billed monthly in advance ($208.33)" source
"$5,000 flat built to deliver within 30 days of kickoff" source
"First $2,500,000 1.00%" source
"The fee is tiered and steps down as assets grow, from 1.00% to 0.70%." 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 · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 25 |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 241793 |