BSG Advisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$132,113,000
Clients
264
Advisors
6
of 9 employees
About
BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering financial planning and consulting (including business-oriented planning), investment management, pension consulting, and insurance planning. The firm’s client base includes employer-sponsored plans and business-owner clients who seek integrated planning and retirement-plan support in addition to individual portfolio management.
The firm’s investment approach emphasizes growth-oriented, diversified portfolios tailored to each client’s financial plan, risk tolerance, tax considerations, and time horizon, and it uses model portfolios, separately managed account sleeves, and third‑party managed-account platforms and sub‑advisers as part of portfolio implementation. BSG Advisers maintains an Investment Committee to oversee models and providers, manages most accounts on a discretionary basis, and integrates clients into a Triangular Review System with scheduled periodic reviews and an optional ongoing continuous-planning service.
What distinguishes BSG Advisers from many peers is its active educational offering: the firm provides both one‑time seminars and a structured Financial Wellness program and delivers participant and employer-facing education as part of its retirement-plan services — a feature relatively uncommon among similar team firms. The firm also places explicit emphasis on business-owner issues (succession planning, buy/sell design, key-person protection) and documents its role as an ERISA fiduciary when advising retirement accounts, while continuing to use external managers and technology to implement client portfolios.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Financial Planning fees generally between $3,000 and $6,000 with a standard minimum fee of $1,500; Pension consulting fixed-fee engagements generally between $2,000 and $10,000; Retirement plan flat-fee minimum annual charge $750; Financial education and seminars fixed fees up to $5,000 per session.
$0 - $1,000,000: 2.00% per year (maximum fee) $1,000,000+: 1.25% per year (maximum fee for amount over $1,000,000)
Commission-based compensation for insurance products sold by licensed insurance agents affiliated with the firm.
Hourly rates range from $150 to $450 depending on the service and adviser expertise.
Continuous Planning fees start at $50 per month up to one twelfth of the Comprehensive Financial Planning fee; Financial Wellness program fees start at $50 per employee per year.
Account minimum: $10,000 Minimum fee: Standard minimum annual investment management fee is the greater of 0.35% per year or $50. Fee-only: Investment management fees are asset-based; financial planning and consulting services have fixed or hourly fees; pension consulting includes fixed or hourly fees.
Main office
56 Hunter Street, Suite 230
Apex NC 27502
Advisors at this office
6
Most active in
Alabama · California · Florida · Kansas · Maryland · Mississippi · Missouri · New York · North Carolina · Texas · Virginia
Also doing business as
Bsg Advisers · Business Owner Strategies 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 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.
Quick links
Advisors at this firm
George L
Series 63, Series 66
Apex, NC
BSG Advisers
George Leisure is a financial advisor at BSG Advisers with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Eagle Strategies and Avenue Wealth Management. Outside of his advisory role, he is engaged in the sale of life, disability, and long-term care insurance products through a sole proprietorship. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, offering comprehensive financial planning, investment management, and insurance planning. The firm focuses on growth-oriented, diversified portfolios and provides educational programs and business-owner-focused planning as part of its services.
Kristofer A
Series 65
Apex, NC
BSG Advisers
Kristofer Alban is a financial advisor with BSG Advisers in Apex, NC, holding a Series 65 designation. He has experience in insurance product sales and marketing consulting as sole proprietor roles alongside his advisory work. Alban has been with BSG Advisers since 2024 and is also affiliated with ThriveCap LLC. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, and pension consulting. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and delivers a range of educational programs and business-owner-focused services as part of its retirement-plan offerings.
Robert P
Series 63, Series 65, Series 66
Apex, NC
BSG Advisers
Robert Picha is a financial advisor at BSG Advisers with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Intelligent Insights, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory work, he operates a sole proprietorship selling life, disability, and long-term care insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans by offering financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ financial plans and risk tolerance, and it provides active educational programs and business-owner–focused planning as part of its services.
Laird H
CFP®, Series 66
Apex, NC
BSG Advisers
Laird Hepburn is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is currently affiliated with BSG Advisers and has held roles at the TLA Group, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of advising, he is involved in the sale of insurance products and manages a multi-level marketing business focused on prepaid legal service subscriptions. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to client-specific financial plans and incorporates educational programs and business-owner planning as distinguishing features.
Suyoung C
Series 63, Series 65
Apex, NC
BSG Advisers
Suyoung Cha is a financial advisor at BSG Advisers with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including New York Life and Wells Fargo. Outside of advising, she is involved in the sale of life, disability, and long-term care insurance products as a sole proprietor. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering financial planning, investment management, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and provides a distinctive educational program alongside business-owner–focused services and ERISA fiduciary advisory for retirement accounts.
Justin S
CFP®, Series 66
Apex, NC
BSG Advisers
Justin Struble is a financial advisor with BSG Advisers in Apex, NC, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. His prior experience includes roles at AE Wealth Management and Wealth Caps, Inc. Outside of advising, he is involved in multiple business ventures, including serving as CEO of TNT Carpet Cleaning, LLC and as a general partner in vacation rental and family investment partnerships. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios and offers educational programs and business-owner-focused services as part of its integrated approach.
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