William Friederichs
BGM · Bloomington, Minnesota
William Friederichs is a fee-only financial advisor at BGM in Bloomington, Minnesota, who holds the CFP credential. William 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 1977953 |
| Exams passed | Series 63 (1989) · Series 65 (2009) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | bgm360.com |
How William'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 William
Is William Friederichs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, BGM, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Friederichs based?
William Friederichs is based in Bloomington, Minnesota.
What does William specialize in?
William's specialties include estate & legacy planning and small business owners. William works with executives.
What credentials does William Friederichs hold?
William Friederichs holds the CFP credential.
Is William Friederichs registered with the SEC?
Yes. William Friederichs is registered as an investment adviser representative in CA, MN, TX and WI (CRD 1977953), 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 William Friederichs?
Through William'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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