Spencer Davies
BGM · Bloomington, Minnesota
Spencer Davies is a fee-only financial advisor at BGM in Bloomington, Minnesota, who holds the CFP credential. Spencer 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 6730966 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | bgm360.com |
How Spencer's firm compares
- BGM's average account is about $582,000, from its Form ADV (assets managed divided by 889 accounts).
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Questions about Spencer
Is Spencer Davies a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer 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 Spencer charge for financial advice?
Spencer's firm, BGM, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Spencer Davies based?
Spencer Davies is based in Bloomington, Minnesota.
What does Spencer specialize in?
Spencer's specialties include estate & legacy planning and small business owners. Spencer works with executives.
What credentials does Spencer Davies hold?
Spencer Davies holds the CFP credential.
Is Spencer Davies registered with the SEC?
Yes. Spencer Davies is registered as an investment adviser representative in CA, MN, TX and WI (CRD 6730966), 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 Spencer Davies?
Through Spencer'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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