BG Wealth Advisory, LLC
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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
Expertise
Fee options
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
Main office
5700 Broadmoor, Suite 500
Mission KS 66202
Advisors at this office
1
Most active in
Florida · Kansas · Missouri · Nebraska · North Carolina · Texas
Also doing business as
Bg Wealth Advisory, LLC · Federal Retirement Coach · Safe Harbor Financial Planning Group, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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