Scott Barcomb
Scott Barcomb is a registered investment advisor at Bfc Planning, INC., based in Sarasota, FL, with 37 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
7093 S. Tamiami Trail, Sarasota, FL, 34231
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2020Customer Dispute
August 2010Customer Dispute
June 2010Customer Dispute
March 2008Customer Dispute
November 2006Criminal
October 1999Other Business ActivitiesSells Insurance
Scott is the founder/owner of Barcomb Asset Management, providing investment advice and insurance services. He also authored Black Rock and serves as Treasurer for Pine Park Office Condo Association, dedicating nearly full-time to Barcomb Asset Management and about a quarter of his time to insurance services.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Continental Capital Investment Services
Continental Capital Investment Services, INC.Broker
Tower Equities, INC.Broker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
State Registrations29 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.