Laird Hepburn
BSG Advisers · Apex, North Carolina
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.
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Specialties
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 |
| Assets under management | $134.8M across 676 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, CA, FL, KS, MD, MS, NC, NY, TX, VA · CRD 5484767 |
| Exams passed | Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bsgadvisers.com |
| Profile |
How Laird's firm compares
- BSG Advisers's average account is about $199,000, from its Form ADV (assets managed divided by 676 accounts).
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Questions about Laird
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.
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
- BSG Advisers 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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