Bay Rivers Group Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$322,603,358
Clients
395
Advisors
4
of 4 employees
About
Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. Services include discretionary portfolio management, ongoing advice for direct‑sold 529 college savings accounts, and standalone financial planning, typically implemented with mutual funds, ETFs, equities, fixed‑income instruments and insurance products and billed on an asset‑based basis.
The firm documents client goals and risk tolerance in an Investment Policy Statement and seeks discretionary authority to implement portfolios; its analysis blends fundamental, technical, charting, cyclical methods and modern portfolio theory. BRGWP uses long‑ and short‑term trading, options and margin strategies when appropriate, may refer portions of client assets to third‑party managers (e.g., CAPRIN) and retains its advisory fee while noting it does not review the ongoing performance of some third‑party managers as part of clients’ managed portfolios.
Noteworthy for a team firm, the owners operate an affiliated tax preparation/accounting business and maintain an affiliated entity that owns and leases the firm’s office property, affiliations that are uncommon among peers. Representatives also conduct outside broker‑dealer and insurance activities (accepting commissions) and the firm requires the use of specific custodians, arrangements the brochure discloses as potential sources of conflicts of interest.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $5,000; additional estate planning fee $300 to $1,500
$0 - $500,000: 1.50% $500,001 - $4,000,000: 1.35% $4,000,001 - $10,000,000: 1.00% $10,000,001 - And Up: 0.70%
Advisors accept commissions for sale of investment and insurance products, but commissions are not the primary compensation source.
Financial planning hourly fee between $250 and $500
Main office
5107 Center Street B1
Williamsburg VA 23188
Advisors at this office
4
Most active in
California · Florida · Maryland · New Jersey · New York · North Carolina · Texas · Virginia
Also doing business as
Bay Rivers Group Wealth Partners · Bay Rivers Group, Inc. · Brg
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bruce L
CFP®, Series 66
Williamsburg, VA
Bay Rivers Group Wealth Partners
Bruce Lemley is a CFP® with 28 years of experience in the financial services industry. He has worked at Bay Rivers Group Wealth Partners since 2006 and was previously with Wells Fargo Advisors Financial Network LLC from 2009 to 2018. Lemley is a partner in an affiliated tax preparation business that operates alongside the wealth management firm. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a blend of fundamental, technical, cyclical, and modern portfolio theory approaches to manage portfolios and operates affiliated entities for tax services and office property leasing.
Will G
CFA®, Series 65
Williamsburg, VA
Bay Rivers Group Wealth Partners
Will Gibson is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Bay Rivers Group Wealth Partners since 2024 and previously was with Nasdaq Dorsey Wright and Dorsey Wright & Associates from 2019 to 2024. Before entering the financial industry, he was affiliated with Christopher Newport University and worked in educational roles. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with modern portfolio theory to manage portfolios and uses a range of strategies including options and margin trading when appropriate.
Alan B
CFP®, Series 66
Williamsburg, VA
Bay Rivers Group Wealth Partners
Alan Broderick is a CFP® with 24 years of industry experience, currently serving as an advisor at Bay Rivers Group Wealth Partners. His prior experience includes roles at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network LLC. He is also involved as a partner and chief compliance officer in an affiliated tax preparation business. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a blend of fundamental, technical, and modern portfolio theory approaches, offering discretionary portfolio management and standalone planning often implemented through mutual funds, ETFs, equities, fixed income, and insurance products.
Charles L
CFP®, Series 63, Series 65
Williamsburg, VA
Bay Rivers Group Wealth Partners
Charles Lucy is a CFP® professional with 29 years of industry experience, currently serving at Bay Rivers Group Wealth Partners since 2018. Prior to this, he spent nine years with Wells Fargo Advisors Financial Network LLC. He is a partner in Bay Rivers Group Tax Services, a tax preparation business that employs a CPA to provide public tax services. Bay Rivers Group Wealth Partners offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies including discretionary portfolio management and integrates fundamental, technical, and modern portfolio theory in its portfolio construction.
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