BG Wealth Advisory, LLC logo

BG Wealth Advisory, LLC

Updated today
Find your advisor

Client assets under management

$0

Clients

462

0% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

231

Very High

Average account size

$0

About

BG Wealth Advisory, LLC provides financial planning and consulting to individual clients and arranges discretionary portfolio management through a formal referral relationship with a third‑party registered investment adviser. The firm also offers public educational seminars and workshops on investment topics; those sessions are described as educational and are not fee-based.

BG Wealth delivers planning services on a fixed‑fee basis and acts as the liaison between clients and the third‑party manager, facilitating paperwork, communicating client changes, and reviewing manager reports. The third‑party manager retains discretionary trading authority, handles custody and billing, and conducts quarterly account reviews while BG Wealth maintains the planning relationship and periodic plan updates.

The firm is affiliated with an insurance business and an insurance brokerage, and the principals devote a significant portion of their time to insurance activities—disclosures in the brochure note this creates potential conflicts of interest that the firm seeks to mitigate. Unlike many peers, BG Wealth does not custody or directly manage client assets nor does it itself charge asset‑based advisory fees, relying instead on referral and incentive arrangements with the third‑party manager.

Client services

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting General tax planning Wealth management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Fixed

Fixed fee financial planning services between $150 and $500

Percentage

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

Commissions earned on sales of insurance products by Barbara Gulin and affiliated insurance agency

Other

Minimum fee: Fixed fees for financial planning services between $150 and $500 Fee-only: Fixed fee financial planning services between $150 and $500

Main office location

BG Wealth Advisory, LLC

5700 Broadmoor, Suite 500

Mission KS 66202, United States

Number of offices

2

Most active in

More info

Florida · Kansas · Missouri · Nebraska · North Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram YouTube Website 9135536222

Advisors at this firm

Scroll left Scroll right
user avatar

Barbara G

Series 63, Series 65

Mission, KS

BG Wealth Advisory, LLC

Barbara Gulin is a financial advisor with BG Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been affiliated with BG Wealth Advisory and its related entities since 2014. Outside of advisory services, she is involved in insurance services as a managing member and insurance agent for BG Wealth Management, LLC. BG Wealth Advisory, LLC provides financial planning and consulting primarily to individuals, including high-net-worth clients, and refers clients to a single third-party money manager for portfolio implementation. The firm delivers written financial plans on a fixed-fee basis and offers public seminars on investment topics, while portfolio management and trading authority remain with the third-party manager.

General retirement planning Cash flow / budgeting General tax planning Wealth management
user avatar

Walter M

Series 65

Mission, KS

BG Wealth Advisory, LLC

Walter Meierarend III is a financial advisor at BG Wealth Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has been with BG Wealth Advisory since 2023. Outside of his advisory role, Meierarend serves as a firefighter and EMT for the Unified Government of Wyandotte County and owns a seasonal lighting installation business, Hook and Ladder Lighting LLC. BG Wealth Advisory provides financial planning and consulting primarily to individuals, including high-net-worth clients, and refers clients to a third-party money manager for investment management. The firm offers written financial plans on a fixed-fee basis and conducts public seminars on investment topics, while portfolio execution is handled by the third-party manager.

General retirement planning Cash flow / budgeting General tax planning Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")