B&C Financial Advisors

B&C Financial Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Ponte Vedra Beach, Florida. On its latest Form ADV, filed January 30, 2026, it reports $626M in regulatory assets under management, 538 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	110295 · SEC file 801-55533
Office	110 Professional Drive Suite 101 Ponte Vedra Beach, FL 32082
Phone	(904) 273-9850
Website	www.butenskycohen.com
Regulatory assets under management	$626M ($614M discretionary)
Individual clients	392 non-high-net-worth, 146 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting
Employees	12
Disciplinary disclosures	None reported
Latest Form ADV filing	January 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Ponte Vedra Beach

• Total Wealth Planning and Management, Inc. $239M
• Skyview Financial Group, LLC $287M
• Vigil Wealth Management, LLC $186M
• Truewater Wealth $74M
• Mos Capital, Inc. $230M
• Sapphire Wealth Consulting, Inc. $52M

See all 16 fee-only advisers in Ponte Vedra Beach →

Nearby

• Ponte Vedra 3 firms
• Jacksonville Beach 7 firms
• Saint Johns 1 firm
• Neptune Beach 1 firm
• Jacksonville 30 firms
• St. Augustine 4 firms
• Fleming Island 1 firm
• Green Cove Springs 1 firm