Alexis Buchholz
BFG Wealth Management · Dallas, Texas
Alexis Buchholz is a fee-only financial advisor at BFG Wealth Management in Dallas, Texas. Alexis charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning and family wealth transfer.
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Specialties
Who they serve
- Physicians
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
- High earners
Facts
| Firm | BFG Wealth Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Assets under management | $38.3M across 388 accounts |
| SEC registration | Investment adviser representative in HI, TX · CRD 5706554 |
| Exams passed | Series 63 (2010) · Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bfgwm.com |
| Profile |
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Questions about Alexis
Is Alexis Buchholz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexis holds no broker registration, and BFG Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexis charge for financial advice?
Alexis charges a percentage of assets.
How much does Alexis charge?
According to BFG Wealth Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Alexis Buchholz based?
Alexis Buchholz is based in Dallas, Texas.
What does Alexis specialize in?
Alexis's specialties include retirement planning and family wealth transfer. Alexis works with physicians, executives, founders, pre-retirees and retirees.
Is Alexis Buchholz registered with the SEC?
Yes. Alexis Buchholz is registered as an investment adviser representative in HI and TX (CRD 5706554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BFG Wealth Management manage?
BFG Wealth Management reports $38.3M across 388 accounts in assets under management.
How do I contact Alexis Buchholz?
Through Alexis's website, www.bfgwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- BFG Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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