# Laird Hepburn

> Laird Hepburn is a fee-only financial advisor at BSG Advisers in Apex, North Carolina, who holds the CFP credential. Laird focuses on retirement planning. BSG Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** BSG Advisers
- **Based in:** Apex, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $134.8M across 676 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 5484767 (https://adviserinfo.sec.gov/individual/summary/5484767)
- **SEC registration:** Investment adviser representative in AL, CA, FL, KS, MD, MS, NC, NY, TX, VA
- **Exams passed:** Series 66 (2008)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.bsgadvisers.com/

## Frequently asked questions

### Is Laird Hepburn a fee-only financial advisor?

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

### How does Laird charge for financial advice?

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

### Where is Laird Hepburn based?

Laird Hepburn is based in Apex, North Carolina.

### What does Laird specialize in?

Laird's specialties include retirement planning.

### What credentials does Laird Hepburn hold?

Laird Hepburn holds the CFP credential.

### Is Laird Hepburn registered with the SEC?

Yes. Laird Hepburn is registered as an investment adviser representative in AL, CA, FL, KS, MD, MS, NC, NY, TX and VA (CRD 5484767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does BSG Advisers manage?

BSG Advisers reports $134.8M across 676 accounts in assets under management.

### How do I contact Laird Hepburn?

Through Laird's website, www.bsgadvisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5484767): 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://www.bsgadvisers.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.