Merrill
47yrs
Top 1% by experience in Naples
27yrs
Suman Sachdeva
Financial advisor at BFC Planning
Based in Naples, Florida, Suman Sachdeva is a fiduciary financial advisor with 27 years of industry experience. Suman has been with BFC Planning since 2017; before that, Suman spent three years at Investment Advisors and a year at Investment Advisors International. BFC Planning offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
OfficeNaples, FL
FirmBFC Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$325,935
Advisors at the firm186
States licensed ?1 state
Services through BFC Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowBFC Planning, Inc.Current firm
- 2014 – 2016Investment Advisors CorpPreviously
- Apr 2007 – Jun 2008Investment Advisors International, Inc.Previously
- Mar 2005 – Dec 2006Investment Advisors CorpPreviously
Questions to ask Suman
Tailored to Suman’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Suman
How do I contact Suman?
Call BFC Planning at (319) 447-5700 and ask for Suman Sachdeva. Suman works from the Naples, FL office.
How long has Suman been a financial advisor?
Suman has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Suman hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Suman a fiduciary?
Suman is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Suman paid?
BFC Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Suman for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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