Bfc Planning, Inc

Investment Advisor
in Longwood, FL

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About this Advisor

Steven Mcevilly is a financial advisor working out of Longwood, Florida with 6 years of relevant experience. Mcevilly is an advisor for Bfc Planning, Inc. The advisor has gained experience at Berthel Fisher & Company Financial Services, Inc and Bfc Planning, Inc. Mcevilly holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to work in Florida. Bfc Planning, Inc is an advisory company operating out of Cedar Rapids, IA. The investment advisory business has offices in 135 locations and a total of 200 advisors. It controls $2 billion in assets between its 8,990 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 8,990 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. Bfc Planning, Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically are based on which services the firm provides the client. However, fee types charged by Bfc Planning, Inc likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Longwood, FL

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management


FL Average: $9,259,360,772
Total Number of Employees


FL Average: 166
Total Number of Accounts


FL Average: 7,189
Average Account Size


FL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Steven Mcevilly Work History

Steven has been registered as a financial advisor for 6 years.*

2017 - Present (6 years)

Bfc Planning, Inc

2005 - Present (18 years)

Berthel Fisher & Company Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Steven Mcevilly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bfc Planning, Inc

Michael Samuels
Pittsburgh, PA
Steven Mrozek
New Castle, PA
Clifton Higgs
Cedar Rapids, IA
Darrell Mitchell
Denton, TX
Mark Bakkum
Bismarck, ND
Gregg Georgantas
Channanon, IL
Jeffrey Schiller
Plano, TX
Shawn Schuyler
Cedar Rapids, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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