Michael Jon Byers
Advisor at BG Wealth Advisory, LLC — Mission, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
18 years
Location
Mission, KS 66202
BG Wealth Advisory, LLC
Independent
Total advisors
1Clients per advisor
462 Very HighAvg AUM per client
$0 Very LowHNW client ratio
0% LowMichael Byers is a financial advisor at BG Wealth Advisory, LLC with 18 years of industry experience. He holds a Series 65 designation and has been involved with multiple financial services firms, including founding roles at Lonestar Registered Investment Advisors, LLC and Texas Alliance Financial Services, PLLC. Outside of advisory work, he is engaged in managing insurance sales operations through related businesses. BG Wealth Advisory, LLC provides financial planning and consulting to individual clients and facilitates discretionary portfolio management through a referral relationship with a third-party registered investment adviser. The firm offers fixed-fee planning services, educational seminars, and acts as a liaison between clients and the third-party manager, who retains trading authority and handles custody and billing.
Based on BG Wealth Advisory, LLC
Based on BG Wealth Advisory, LLC
Fixed fee financial planning services between $150 and $500
All Assets+: 2.15% total advisory fee (1.15% Gradient Investments fee + 1.00% BG Wealth fee) for Custom Indexing - Strategic Portfolio All Assets+: 2.00% total advisory fee (1.00% Gradient Investments fee + 1.00% BG Wealth fee) for Strategic Portfolio All Assets+: 1.85% total advisory fee (0.85% Gradient Investments fee + 1.00% BG Wealth fee) for Custom Indexing - Allocation Allocation Portfolio All Assets+: 1.70% total advisory fee (0.70% Gradient Investments fee + 1.00% BG Wealth fee) for Allocation Portfolio All Assets+: 1.80% total advisory fee (0.80% Gradient Investments fee + 1.00% BG Wealth fee) for Tactical Portfolio All Assets+: 1.70% total advisory fee (0.70% Gradient Investments fee + 1.00% BG Wealth fee) for Defined Outcome Portfolio All Assets+: 1.50% total advisory fee (0.50% Gradient Investments fee + 1.00% BG Wealth fee) for Private Wealth Portfolio All Assets+: 1.00% total advisory fee (0.40% Gradient Investments fee + 0.60% BG Wealth fee) for Preservation Portfolio All Assets+: $300 flat annual fee for Client Directed Accounts
Commissions earned on sales of insurance products by Barbara Gulin and affiliated insurance agency
Minimum fee: Fixed fees for financial planning services between $150 and $500 Fee-only: Fixed fee financial planning services between $150 and $500
Mission, KS
5700 Broadmoor, Suite 500
Mission KS 66202
Advisors at this office
2
California · Kansas · Texas
18 years of industry experience
Lonestar Cornerstone Athletic Club, LLC dba Lonestar Elite Fitne
2026 - Present • 1 year
Lubbock, TX
Lonestar Holdco 2, Inc.
2025 - Present • 1 year
Lubbock, TX
Lonestar Intermediate Holding Company, LLC
2025 - Present • 1 year
Lubbock, TX
Meraki Intermediate Holdings, LLC
2025 - Present • 1 year
Scottsdale, AZ
LoneStar Holdco 1, Inc.
2025 - Present • 1 year
Lubbock, TX
BG Wealth Advisory, LLC
2025 - Present • 1 year
Mission, KS
The Viable Group, Inc.
2025 - Present • 1 year
Lubbock, TX
M&M Wealth Management LLC dba Lonestar Wealth Management
2020 - Present • 6 years
Lubbock, TX
Lonestar Registered Investment Advisors, LLC
2007 - Present • 19 years
Lubbock, TX
Texas Alliance Financial Services, PLLC
2007 - Present • 19 years
Lubbock, TX
Alliance Financial Services
2001 - Present • 25 years
Lubbock, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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