Be advised. This firm is no longer registered.

Bucks County Financial Planning Group, Inc.

Bucks County Financial Planning Group, Inc. (CRD# 151205) is a financial advisory firm headquartered in Newtown, PA. They manage $27,345,000 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
41 University Drive, Suite 400, Newtown, PA 18940
http://www.bcfpg.com/
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $255,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bucks County Financial Planning Group, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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