BCK PARTNERS, INC.
SEC RegisteredElevate your future.
About the firm
BCK Partners brings together Sarah Creath, EA, CFP® and James A. Kaffenbarger, Jr., J.D., CFP®, who offer over 48 years of combined experience in personal financial planning. The firm takes a simplified approach to investing, a collaborative style of service, and embraces technology to offer comprehensive financial management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial management including Retirement Planning, Tax Planning & Preparation, Healthcare & Insurance Planning, Estate Planning, Employer Benefits Analysis, Education Planning, Investing, and Family-Wide Services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 102 | $34M |
| High Net Worth Individuals | 76 | $178M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.50% |
| $500,001 to $2,500,000 | 1.35% |
| $2,500,001 to $5,000,000 | 1.20% |
| $5,000,001 to $10,000,000 | 0.80% |
| Over $10,000,001 | 0.70% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BCK PARTNERS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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