BFF Wealth Management, Inc. is a registered investment advisor based in Glendale, California, offering financial planning, coaching, and specialized advisory services. Founded in 2001, BFF Wealth Management focuses on providing one-time, point-in-time financial planning and analysis rather than ongoing investment management. Clients can choose from comprehensive wealth management planning, private wealth coaching, annual progress reports, annuity reviews, and estate settlement services. The firm also assists business owners with business marketing and exit planning. BFF Wealth Management does not have custody of client funds, does not manage investment accounts, and does not provide ongoing portfolio monitoring. Team members may maintain separate licenses as registered representatives of a broker-dealer or as insurance agents, allowing them to offer securities and insurance products through affiliated entities for separate commissions or fees, creating a potential conflict of interest.
Fee Structure
- Comprehensive Wealth Management Planning — $4,500 to $40,000 depending on the complexity of your financial situation, covering net worth, cash flow, investments, retirement, estate planning, and tax strategies
- Private Wealth Coaching — $2,250 fixed fee for a limited two-meeting process and follow-up consultation
- Annual Progress Report Service — Minimum fee is half of the current comprehensive plan fee or $799 to update a prior coaching engagement
- Annuity Review Service — $229 for the first variable annuity reviewed and $79 for each additional annuity
- Estate Settlement and Administration Services — $4,500 minimum for existing clients and $10,500 minimum for non-clients, ranging up to $25,000 or more
- Hourly Consulting — $275.00 to $750.00 per hour for financial planners, $125.00 for paraplanners, $95.00 for staff, and $110.00 for computer time