BFG Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,914,069
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
61
13% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
61
HighAverage account size
$605,149
About
BFG Wealth Management LLC is a small, discretionary investment adviser that provides ongoing portfolio management and financial planning for individuals, trusts, and business entities. The firm reports about $38.3 million in assets under management and generally requires a $500,000 minimum for new client relationships while retaining discretion to accept smaller or related-party clients.
BFGWM constructs client portfolios using documented Investment Policy Statements and applies fundamental analysis, modern portfolio theory, and quantitative techniques, providing regular monitoring, rebalancing, and discretionary trading authority. The firm limits its investable universe to common stocks, ETFs/ETPs, and cash equivalents and offers a Hold and Service option for clients with concentrated, infrequently traded equity positions.
Compared with many peers, BFGWM offers a notably broad set of thematic and sector-focused strategies for a firm of its size — examples include hydrogen, environmental impact, innovation technology, Texas-focused equities, real estate income, and metals & commodities — and it discloses the specific risks associated with each. The firm requires clients to custody assets at Folio Investments, uses AdvicePay for financial planning billing, and may receive soft-dollar research benefits, practices that are less common among similarly sized advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Concentrated stock management
Real estate investing
ESG / Sustainable investing
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.50% annually (Private Client) $500,000.01 - $1,000,000: 1.25% annually (Private Client) $1,000,000.01 - $5,000,000: 1.13% annually (Private Client) $5,000,000.01 - $10,000,000: 1.00% annually (Private Client) $10,000,000.01 - $20,000,000: 0.90% annually (Private Client) $20,000,000.01+: 0.80% annually (Private Client) $0 - $500,000: 1.50% annually (Institutional) $500,000.01 - $1,000,000: 1.25% annually (Institutional) $1,000,000.01 - $5,000,000: 0.80% annually (Institutional) $5,000,000.01 - $10,000,000: 0.70% annually (Institutional) $10,000,000.01 - $20,000,000: 0.60% annually (Institutional) $20,000,000.01+: 0.50% annually (Institutional) $0+: 0.35% annually (Hold and Service option)
Account minimum: $500,000 Fee-only: Fixed fees for financial planning between $150 and $500 per month
Main office location
BFG Wealth Management LLC
3838 Oak Lawn Ave, Ste 1000
Dallas TX 75219, United States
Number of offices
2
Most active in
BFG Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Hawaii · 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:
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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")