Robert Green
BG Financial Advisors · Beaufort, South Carolina
Robert Green is a fee-only financial advisor at BG Financial Advisors in Beaufort, South Carolina, who holds the ChFC credential. BG Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | BG Financial Advisors |
|---|---|
| Based in | Beaufort, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.6M across 15 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in SC, TX · CRD 705199 |
| Exams passed | Series 63 (1983) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Robert's firm compares
- BG Financial Advisors's average account is about $641,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Robert
Is Robert Green a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and BG Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, BG Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Green based?
Robert Green is based in Beaufort, South Carolina.
What credentials does Robert Green hold?
Robert Green holds the ChFC credential.
Is Robert Green registered with the SEC?
Yes. Robert Green is registered as an investment adviser representative in SC and TX (CRD 705199), 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 BG Financial Advisors manage?
BG Financial Advisors reports $9.6M across 15 accounts in assets under management.
How do I contact Robert Green?
Contact details aren't on file yet. Search for BG Financial Advisors.
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
- 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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