Paul Hardin
Paul Hardin is a registered investment advisor at Bfc Planning, INC., based in Jerseyville, IL, with 37 years of industry experience. Paul 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
308 South State Street, Jerseyville, IL, 62052
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2000Other Business ActivitiesSells Insurance
Paul is a registered representative at Hardin Financial, LLC, providing investment advice and financial planning, and also works as a licensed insurance agent there. He also serves as Secretary/Board Member for St Francis Xavier Cemetery, landlord for a rental property, and Vice President of the City of Jerseyville Police Pension Fund.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Edward Jones
Edward JonesBroker
State Registrations15 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.