Gilbert Arevalos
Gilbert Arevalos is a registered investment advisor at Bfc Planning, INC., based in Albuquerque, NM, with 26 years of industry experience. Gilbert 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
2900 Louisiana Blvd Ne, Suite 200 A, Albuquerque, NM, 87110
Get directionsHistory
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
Gilbert is an insurance advisor with Zenith Marketing Group since 2012, selling independent life insurance. He is also an owner of Guardian Investments since 2017, selling both securities and insurance full-time.
Employment History
Current Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
Previous Registrations
Guardian Group Investments LLC
Adirondack Trading Group LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Allstate Financial Services, LLCBroker
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Main Street Management Company
Main Street Management CompanyBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Atlas Securities, INC.Broker
Iac Securities, INC.Broker
Wall Street Financial Group, INC.Broker
State Registrations9 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.