Terry Pitchford
Terry Pitchford is a ChFC-designated registered investment advisor at Bfc Planning, INC., based in Lakeway, TX, with 42 years of industry experience. Terry 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
211 Ranch Rd 620 S, Suite 220, Lakeway, TX, 78734
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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
Terry is a partner at Pitchford Financial Group LLC, an agent with American National, and the owner of Terry J Pitchford Agency, all involved in insurance sales and service. He also owns a branch of The Woodlands Financial Group, selling and servicing personal lines of insurance, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
State Registrations2 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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