BDJ Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,753,688
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
87
13% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
87
Average account size
$364,985
About
BDJ Wealth Management serves individual and high‑net‑worth clients as well as business owners, offering discretionary portfolio management, annual financial planning engagements, and recommendations of third‑party advisers. The firm also provides the option to implement socially, religiously, or morally restricted investment strategies through a recommended co‑adviser.
The firm’s investment process relies on fundamental and cyclical analysis and emphasizes institutional platforms, tax‑aware decision making, low turnover, and a tilt toward value and smaller‑capitalization equities; it employs both long‑ and short‑term trading as appropriate. Clients complete a risk‑tolerance assessment at onboarding, and the adviser typically seeks discretionary trading authority to implement asset allocation, rebalancing, and other portfolio adjustments.
Operationally, BDJ requires clients to use the firm’s recommended custodians and participates in institutional advisor programs (including relationships with Goldman Sachs Investments and Charles Schwab), arrangements that provide research and operational benefits but can create potential conflicts of interest. The firm also offers year‑long planning with bundled services (weekly market updates, a wealth dashboard, encrypted vault access, three annual check‑ins, and tax/LLC analysis) and has a representative licensed to sell fixed insurance products for which commissions are disclosed.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General tax planning
Wealth management
Retirement income strategy
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Self-Employed
Fee options
$1 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $3,000,000: 0.60% $3,000,001+: 0.50%
Insurance product commissions received by Ms. Johnson through independent insurance agency; BDJ Wealth Management LLC does not receive these commissions.
Fee-only: Fixed fees for financial planning only; monthly fees ranging from $75 to $250 depending on type of income/household and engagement length.
Main office location
BDJ Wealth Management LLC
4521 Big Sky Drive
Plano TX 75024, United States
Number of offices
3
Most active in
BDJ Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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