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BG Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,616,790
Total clients
11
55% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$874,254
About
BG Financial Advisors serves individual clients and provides financial planning and investment management with an emphasis on retirement strategies. The firm delivers discretionary portfolio management through model portfolios and customized allocations while coordinating planning work with clients’ tax and legal advisors.
The firm’s investment approach centers on asset-allocation model portfolios available via SEI Private Trust, supplemented by customized portfolios when appropriate, and draws on fundamental analysis, modern portfolio theory, technical and cyclical analysis. Accounts are monitored and rebalanced on an ongoing basis, and the adviser has discretionary authority to implement allocation changes consistent with client objectives.
BG Financial Advisors is led by an adviser who holds a Juris Doctor and is a long‑standing member of the South Carolina bar (currently not practicing), and who also maintains ChFC and CLU designations, a background the brochure notes in the context of retirement and estate planning. The firm operates as a small, single‑advisor practice managing about $9.6 million for a limited number of individual clients and uses SEI Private Trust Company exclusively as its custody and model platform.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
General tax planning
College savings (529s, UTMA, etc.)
Demographic focus
Approaching retirement
Established Professionals
Fee options
Financial planning fees range from $750 to $3,000; Comprehensive Retirement Analysis initial fee $1,450; Annual review fee $375
$0 - $500,000: 1.20% $500,001 - $1,500,000: 0.80% $1,500,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,000++: Negotiable
$245/hour for financial planning
Account minimum: $350,000 Fee-only: Hourly Financial Planning: $245/hour; Flat Fee Financial Planning: $750-$3,000; Comprehensive Retirement Analysis initial fee: $1,450; Annual Review Fee: $375
Main office location
BG Financial Advisors, LLC
Beaufort SC, United States
Number of offices
1
Most active in
BG Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina · 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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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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