Robert Picha
BSG Advisers · Apex, North Carolina
Robert Picha is a fee-only financial advisor at BSG Advisers in Apex, North Carolina. Robert focuses on retirement planning. BSG Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Robert →
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 |
| SEC registration | Investment adviser representative in CA, FL, MD, NC, NY, TX, VA · CRD 2820210 |
| Exams passed | Series 63 (1996) · Series 65 (1998) · Series 66 (2010) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bsgadvisers.com |
| Profile |
How Robert's firm compares
- BSG Advisers's average account is about $199,000, from its Form ADV (assets managed divided by 676 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Picha a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, BSG Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Picha based?
Robert Picha is based in Apex, North Carolina.
What does Robert specialize in?
Robert's specialties include retirement planning.
Is Robert Picha registered with the SEC?
Yes. Robert Picha is registered as an investment adviser representative in CA, FL, MD, NC, NY, TX and VA (CRD 2820210), 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 Robert Picha?
Through Robert'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.
See something wrong? Request a correction. Read our methodology.