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BSG Advisers

Updated today

Client assets under management

$132,113,000

Clients

264

24% high-net worth

Advisors

6

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

44

Low

Average account size

$500,428

About

BSG Advisers serves individuals (including high-net-worth clients), families, trusts, retirement plans, and small businesses, with a typical client threshold of at least $250,000 in investable assets. The firm offers financial planning and consulting, discretionary portfolio management, pension consulting and retirement-plan services, insurance planning, and financial education including seminars.

The firm tailors advice to individual goals and often uses third‑party money managers and sub‑advisers to build fully customized portfolios, with discretionary authority documented in client agreements. Clients are integrated into a structured Triangular Review System that schedules three review meetings per year, and the firm employs a range of analytical methods (fundamental, technical, cyclical) and broad strategies such as asset allocation and dollar‑cost averaging.

BSG Advisers is notable among similar-sized teams for its formal financial education offerings — both one‑time seminars and a systematic “Financial Wellness” program delivered as a workplace benefit — which the brochure states may be provided at no charge or for a fee and is customized to employer needs. The firm also recently completed a regulatory transition to SEC registration in 2026, and is owned by multiple corporate entities whose principals actively manage day‑to‑day operations.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Business succession planning Key person insurance & risk mitigation Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Comprehensive personal financial planning fixed fees generally $2,500 to $5,000; pension consulting fixed fees $2,000 to $10,000; retirement plan services flat fees minimum $750 annually; educational seminars fixed fees $0 to $5,000 per session

Percentage

$0 - $1,000,000: 2.00% per annum $1,000,001+: 1.25% per annum

Commissions

Insurance planning commissions earned separately by licensed insurance agents affiliated with the firm

Project-based

Business-oriented financial planning and consulting services hourly rates range from $150 to $450 per hour with minimum fees ($750 minimum for business planning, 1 hour minimum for consulting)

Other

Account minimum: $10,000 Minimum fee: Minimum annual fee for portfolio management is 0.35% per annum or $50, whichever is greater Fee-only: Financial planning fixed fees between $1,500 minimum and generally $2,500 to $5,000; business planning hourly fees $150 to $450 per hour with $750 minimum; consulting hourly fees $150 to $450 per hour with 1 hour minimum; pension consulting hourly up to $450 or fixed $2,000 to $10,000; retirement plan asset-based fees up to 1.00% per annum or flat fees minimum $750 annually; educational seminars hourly/fixed fees $0 to $5,000 per session; Financial Wellness program starting at $50 per employee per year.

Main office location

BSG Advisers

56 Hunter Street, Suite 230

Apex NC 27502, United States

Number of offices

3

Most active in

Alabama · California · Florida · Kansas · Maryland · Mississippi · Missouri · New York · North Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

George L

Series 63, Series 66

Apex, NC

BSG Advisers

George Leisure is a financial advisor at BSG Advisers with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies LLC, Avenue Wealth Management, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is involved in the sale of life, disability, and long-term care insurance products as a sole proprietor. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm uses a tailored approach combining asset allocation, various analytical methods, and third-party money managers, along with a structured financial education program and business-owner specific planning.

Business succession planning Key person insurance & risk mitigation Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kristofer A

Series 65

Apex, NC

BSG Advisers

Kristofer Alban is a financial advisor at BSG Advisers with a Series 65 designation. He has experience working at BSG Advisers since 2024 and concurrently operates a marketing consulting business. Alban also sells life, disability, and long-term care insurance products through a sole proprietorship. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes advice and portfolio allocations using a combination of asset allocation strategies, analysis methods, and third-party money managers, alongside a structured financial education program and business-owner specific planning services.

Business succession planning Key person insurance & risk mitigation Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

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 role, he operates a sole proprietorship selling life, disability, long-term care, and related insurance products. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes portfolio allocations and planning strategies to client objectives and offers a formal financial education program alongside business-owner specific planning solutions.

Business succession planning Key person insurance & risk mitigation Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Laird H

CFP®, Series 66

Apex, NC

BSG Advisers

Laird Hepburn is a CFP® professional with 17 years of experience in financial advising. He is currently a member of BSG Advisers and has worked previously at TLA Group, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in the sale of insurance products and manages a multi-level marketing business focused on prepaid legal service subscriptions. BSG Advisers provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes portfolio allocations based on client objectives, employs diverse analytical methods, and offers a formal financial education program along with business-owner specific planning services.

Business succession planning Key person insurance & risk mitigation Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Suyoung C

Series 63, Series 65

Apex, NC

BSG Advisers

Suyoung Cha is a financial advisor with BSG Advisers in Overland Park, KS, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining BSG Advisers, Cha worked at AT&T, NYLIFE Securities LLC, New York Life Insurance Co, Topline Federal Credit Union, and Wells Fargo. Cha also operates a sole proprietorship selling life, disability, long-term care, and related insurance products. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes advice and portfolio allocations using various analytical approaches and third-party money managers, and offers structured financial education programs alongside business-owner specific planning.

Business succession planning Key person insurance & risk mitigation Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Justin S

CFP®, Series 66

Apex, NC

BSG Advisers

Justin Struble is a CFP® professional with 14 years of industry experience, currently serving at BSG Advisers. His prior roles include positions at AE Wealth Management and Global Financial Private Capital. Outside of advising, he is CEO of TNT Carpet Cleaning, LLC and is involved in managing vacation rentals through Ocean Treasures Topsail, LLC. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes portfolio allocations using various analytical approaches and third-party money managers, and it offers a structured financial education program alongside business-owner specific planning.

Business succession planning Key person insurance & risk mitigation Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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