# Jon Meyer

> Jon Meyer is a fee-only financial advisor at BGM in Bloomington, Minnesota, who holds the CFP credential. Jon focuses on estate & legacy planning and small business owners. BGM reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jon-meyer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** BGM
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $517.5M across 889 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Small business owners
- **Works with:** Executives
- **CRD:** 2405548 (https://adviserinfo.sec.gov/individual/summary/2405548)
- **SEC registration:** Investment adviser representative in CA, MN, TX, WI
- **Exams passed:** Series 63 (1993), Series 65 (2002)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://bgm360.com/

## Frequently asked questions

### Is Jon Meyer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and BGM reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jon charge for financial advice?

Jon's firm, BGM, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jon Meyer based?

Jon Meyer is based in Bloomington, Minnesota.

### What does Jon specialize in?

Jon's specialties include estate & legacy planning and small business owners. Jon works with executives.

### What credentials does Jon Meyer hold?

Jon Meyer holds the CFP credential.

### Is Jon Meyer registered with the SEC?

Yes. Jon Meyer is registered as an investment adviser representative in CA, MN, TX and WI (CRD 2405548), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BGM manage?

BGM reports $517.5M across 889 accounts in assets under management.

### How do I contact Jon Meyer?

Through Jon's website, bgm360.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2405548): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bgm360.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.