Advisor at BAS Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BAS Capital Management LLC
Location
Moultonboro, NH
Credentials
CFA®
Industry experience
4 years
Barbara Shegog is a CFA® charterholder with four years of industry experience. She is the sole advisor at BAS Capital Management LLC and has previously worked at Squam Lakes Financial Advisors, LeanUp, LLC, and The NeuGroup. BAS Capital Management LLC provides comprehensive, project-based financial planning and consultation services to individuals, business entities, and trusts, including specialized divorce financial planning. The firm emphasizes long-term, buy-and-hold asset allocation using low-cost mutual funds, ETFs, and government bonds, with a fee structure based on fixed fees and hourly rates rather than asset-based or performance fees.
Based on BAS Capital Management LLC
Based on BAS Capital Management LLC
Flat fees for financial planning generally range from $3,000 to $10,000; retainer fees range from $1,000 to $5,000; Divorce Financial Planning fixed fees generally range from $1,000 to $5,000.
Hourly rates generally range from $200 to $300 per hour.
Fee-only: Fixed fees generally range from $1,000 to $10,000 depending on service; hourly fees range from $200 to $300 per hour.
Moultonboro, NH
New Hampshire
Squam Lakes Financial Advisors, LLC
2022 - Present (4 years)
BAS Capital, LLC
2020 - Present (6 years)
LeanUp, LLC
2018 - 2020 (2 years)
The NeuGroup
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
Wolfeboro, NH
McGuigan Financial, LLC
Series 63, Series 65
Center Sandwich, NH
Engels Investment Advisors, LLC
Series 65
Holderness, NH
Dwight Investment Counsel
PFS™, Series 63
Moultonborough, NH
Greene & Company Financial Services LLC
CFA®
Wolfeboro, NH
Stu Hawver, CFA, MBA, LLC
CFP®, Series 65
Holderness, NH
Willow Planning Group, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")