SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bfi Wealth Solutions, LLC
Dallas, TX
CRD 319185
Firm filing updated March 25, 2026 ·
- $145MAssets
- 230Clients
- 1Advisory staff
- 550Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals156
- High net worth individuals74
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 156 | $55.0 million |
| High net worth individuals | 74 | $90.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$145.0 million
- Accounts550
- Discretionary$142.0 million · 542 accounts
- Non-discretionary$3.0 million · 8 accounts
People
- Employees1
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents1
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 319185, SEC file 801-130638.
- Registered with the SEC as an investment advisor (status date on record: July 5, 2024).
Is Bfi Wealth Solutions, LLC a fiduciary?
Short answer: Bfi Wealth Solutions, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.