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Edward Balmes

Bfc Planning, INC.
35 Years of Experience
St. Louis, MO
3 DisclosuresBroker
View SEC Summary
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Edward Balmes is a registered investment advisor at Bfc Planning, INC., based in St. Louis, MO, with 35 years of industry experience. Edward 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.

Bfc Planning, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
11,448 clients
Average Client Portfolio
$336K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

677 Craig Road, Suite 219, St. Louis, MO, 63141

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2022
Settled
Customer Dispute
January 2021
Award / Judgment
Customer Dispute
July 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward is an officer on the board of directors for Meyer, Balmes & Associates, a CPA firm offering accounting, tax, and retirement/financial planning services, dedicating about half of his time. He also serves on the board of directors for UCP Heartland, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Bfc Planning, INC.
December 2025 - Present · 10 mos
Berthel, Fisher & Company Financial Services, INC.Broker
December 2025 - Present · 10 mos
Previous Registrations
Moloney Securities Asset Management LLC
December 2016 - December 2025 · 9 yrs
Moloney Investment Advisory LLC
January 2016 - December 2016 · 11 mos
Moloney Securities CO., INC.
May 2009 - April 2016 · 6 yrs 11 mos
Rt Jones Capital Equities INC
January 2008 - May 2009 · 1 yr 4 mos
Moloney Securities CO., INC.Broker
January 2008 - December 2025 · 17 yrs 11 mos
Rt Jones Capital Equities INC
November 1997 - January 2008 · 10 yrs 2 mos
R.T. Jones Capital Equities, INC.Broker
August 1992 - November 2009 · 17 yrs 3 mos
Nylife Securities INC.Broker
December 1990 - August 1992 · 1 yr 8 mos
State Registrations5 states
AZFLILMOTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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