A complete list of active advisors currently associated with BG Wealth Advisory, LLC

Warmer can help you find a great advisor at BG Wealth Advisory, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at BG Wealth Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.