Firm
B.I.G. Investment Services
Dover, Delaware
Fee-only
B.I.G. Investment Services at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 9 employees and 617 individual clients, 110 of them high net worth.
- Its average account is about $264,000 (assets it manages divided by its 1,612 accounts).
Facts
| Based in | Dover, Delaware |
|---|---|
| Website | abigplan.com |
| [email protected] | |
| Phone | (302) 734-7526 |
B.I.G. Investment Services fees
B.I.G. Investment Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $425 million |
| Individual clients | 507 |
| High-net-worth clients | 110 |
| Accounts managed | 1,612 |
| Employees | 9 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-112462) |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 291437 |