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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2002
- Office Locations
- 115
Office Locations
About BFC Planning, Inc.
BFC Planning, Inc. is a Cedar Rapids-based RIA with 115 offices. The firm has been operating for 24 years. Managing $3.8B in total assets under management, with 200 advisory representatives.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 27, 2026, reported AUM increased 89.5%, from $2.0B to $3.8B.
Across 5 reported observations, AUM increased 96.4% between March 31, 2022 and March 27, 2026, from $2.0B to $3.8B.
Of the latest reported AUM, 84.2% is discretionary and 15.8% is non-discretionary.
The firm reports 200 advisory representatives and 11,448 clients, or 57.2 clients per representative. That equates to $335.5K in reported AUM per client.
The profile lists 115 reported office locations and 24 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
THOMAS JOSEPH BERTHEL
Advisor, Chairman Of Board, Chairman Of The Board, EXECUTIVE VICE PRESIDENT
- CRD
- #823289
- Ownership
- Less than 5%
KIMBERLY KAREN EARLY CHAPMAN
Chief Compliance Officer
- CRD
- #2527036
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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ROBERT REED ANDERSON
Financial Advisor
- CRD
- #3264613
GILBERT AREVALOS
--
- CRD
- #2960341
Showing 2 of 233 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,232,910,283 | $291,411 |
| Non-Discretionary | $608,286,316 | $292,445 |
| Total | $3,841,196,599 | $291,574 |
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Separately Managed Accounts
SMA allocation detail is available
BFC Planning, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.