Guy Jones is a CFP-designated registered investment advisor at Bfc Planning, INC., based in Denton, TX, with 43 years of industry experience. Guy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.
Fee Estimator
Location
1421 N Elm Street, Suite 100, Denton, TX, 76201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Guy is the president of G&L Concepts, managing sales representatives and personal insurance, and an agent for American National Insurance and G&L Financial Strategies, selling insurance and financial services. He also owns G&L Real Estate Investment Trust, spending minimal time controlling rents and expenses.
Employment History
Current Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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