Katherine Frazier
BGM · Bloomington, Minnesota
Katherine Frazier is a fee-only financial advisor at BGM in Bloomington, Minnesota, who holds the CFP credential. Katherine 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.
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Specialties
Who they serve
- Executives
Facts
| Firm | BGM |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $517.5M across 889 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MN, TX, WI · CRD 6411558 |
| Exams passed | Series 66 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | bgm360.com |
| Profile |
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Questions about Katherine
Is Katherine Frazier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine 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 Katherine charge for financial advice?
Katherine's firm, BGM, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katherine Frazier based?
Katherine Frazier is based in Bloomington, Minnesota.
What does Katherine specialize in?
Katherine's specialties include estate & legacy planning and small business owners. Katherine works with executives.
What credentials does Katherine Frazier hold?
Katherine Frazier holds the CFP credential.
Is Katherine Frazier registered with the SEC?
Yes. Katherine Frazier is registered as an investment adviser representative in CA, MN, TX and WI (CRD 6411558), 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 Katherine Frazier?
Through Katherine's website, bgm360.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
- BGM 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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