Bigham Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bigham Wealth Advisory LLC is a small independent adviser that provides discretionary asset management primarily to individuals and high‑net‑worth clients, and also offers financial planning and basic estate‑planning services. The firm implements accounts directly and via third‑party platforms and programs, and it may engage sub‑advisors to manage all or a portion of client assets.
Investment programs are tailored to each client’s goals, time horizon, and risk tolerance, and the firm employs a mix of analysis methods (fundamental, technical, charting, and cyclical) with strategies that can include long‑ and short‑term purchases, trading, and option‑writing. Accounts are managed on a discretionary basis with periodic (typically quarterly) reviews, and clients may impose written investment restrictions.
Noteworthy for a firm of its size, Bigham Wealth offers a performance‑based fee option for qualified clients and discloses that client portfolios or underlying funds may use derivatives and option strategies, practices that are less common among solo independent advisers. The firm’s managing member also operates an affiliated insurance business and receives insurance compensation, a potential conflict the brochure discloses and says is mitigated through disclosures and fiduciary procedures.
Client services
Expertise
Fee options
Basic estate planning flat fees range from $500-$1,500 plus $250 per property/entity
$0+: 1% annually (base fee) $0+: Additional 0.50% annually if Sub-Advisor used, total 1.50% $0+: DAIC Asset Allocation Program: BWA 1%, DAIC 0.25%, DAIC cash/money market 0.15% $0+: Synergy Asset Management Platform fee 0.15% annually $0+: Synergy Strategist fee 0.35% annually $0+: $30 Annual Technology Fee
Insurance commissions earned by owner via affiliated insurance agent business
Financial planning charged at $80 per hour
Performance-based fee option for Qualified Clients with minimum $1,400,000 AUM and net worth over $2,700,000; Fee is 10% of quarterly gains above high water mark; billed quarterly in arrears
Fee-only: Financial planning hourly fee $80/hour; fees billed 50% in advance, balance upon delivery; Basic estate planning flat fees $500-$1,500 plus $250 per property/entity
Main office
651 E 4th St., Suite 200
Chattanooga TN 37403
Advisors at this office
1
Most active in
Ohio · Tennessee · 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 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
Quick links
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