Bret Alexander Hartman

20 Years of Experience

3 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Bfc Planning, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

168 advisors

Number of Clients

6,720 clients

Average Client Portfolio

$302K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$25K

Location

Cortland, NY

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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

August 2020

Settled

Customer Dispute

June 2020

Settled

Customer Dispute

May 2020

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bret is a co-trustee for the Hartman Family Irrevocable Trust, managing utilities and taxes for family cottages. He also owns and manages four rental properties, sells life insurance (permanent and term), operates Upskill Wealth Management, and is a member of Upskill Tax Services.