BFG Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$36,914,069
Clients
61
Advisors
1
of 2 employees
About
BFG Wealth Management LLC is a small, discretionary investment adviser that provides ongoing portfolio management and financial planning for individuals, trusts, and business entities. The firm reports about $38.3 million in assets under management and generally requires a $500,000 minimum for new client relationships while retaining discretion to accept smaller or related-party clients.
BFGWM constructs client portfolios using documented Investment Policy Statements and applies fundamental analysis, modern portfolio theory, and quantitative techniques, providing regular monitoring, rebalancing, and discretionary trading authority. The firm limits its investable universe to common stocks, ETFs/ETPs, and cash equivalents and offers a Hold and Service option for clients with concentrated, infrequently traded equity positions.
Compared with many peers, BFGWM offers a notably broad set of thematic and sector-focused strategies for a firm of its size — examples include hydrogen, environmental impact, innovation technology, Texas-focused equities, real estate income, and metals & commodities — and it discloses the specific risks associated with each. The firm requires clients to custody assets at Folio Investments, uses AdvicePay for financial planning billing, and may receive soft-dollar research benefits, practices that are less common among similarly sized advisers.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% annually (Private Client) $500,000.01 - $1,000,000: 1.25% annually (Private Client) $1,000,000.01 - $5,000,000: 1.13% annually (Private Client) $5,000,000.01 - $10,000,000: 1.00% annually (Private Client) $10,000,000.01 - $20,000,000: 0.90% annually (Private Client) $20,000,000.01+: 0.80% annually (Private Client) $0 - $500,000: 1.50% annually (Institutional) $500,000.01 - $1,000,000: 1.25% annually (Institutional) $1,000,000.01 - $5,000,000: 0.80% annually (Institutional) $5,000,000.01 - $10,000,000: 0.70% annually (Institutional) $10,000,000.01 - $20,000,000: 0.60% annually (Institutional) $20,000,000.01+: 0.50% annually (Institutional) $0+: 0.35% annually (Hold and Service option)
Account minimum: $500,000 Fee-only: Fixed fees for financial planning between $150 and $500 per month
Main office
3838 Oak Lawn Ave Ste 1000
Dallas TX 75219
Advisors at this office
1
Most active in
Hawaii · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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