Nathanael
Spencer
Bfc Planning, Inc
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About this Advisor
Nathanael Spencer is a financial advisor based in Fort Worth, Texas, working with Bfc Planning, Inc. Nathanael has previously held positions at Chick-Fil-A, Tarrant County College, Charles Schwab, Fidelity Investments, Full Time Student, Aw Securities, Allworth Financial Lp, and Berthel, Fisher & Company Financial Services, Inc. Nathanael has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Nathanael is part of Bfc Planning, Inc, which operates out of Fort Worth, Texas. The firm has 135 offices and 200 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bfc Planning, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,839,208,077
200
8,749
$210,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nathanael Spencer Work History
Berthel, Fisher & Company Financial Services, Inc
Aw Securities
Allworth Financial Lp
Chick-Fil-A
Fidelity Investments
Tarrant County College
Charles Schwab
Chick-Fil-A
Full Time Student
Disclosures
Please visit the SEC profile of Nathanael Spencer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
