Firm
BFG Wealth Management
Dallas, Texas
Fee-only
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | bfgwm.com |
| [email protected] | |
| Phone | (469) 995-8970 |
BFG Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 to $500k 1.50%" source
"As we are a fee-only investment advisory practice, we charge an annual management fee." source
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 · Fixed fees |
|---|---|
| Assets managed | $38 million |
| Individual clients | 53 |
| Financial planning | Offered |
| Form ADV filed | June 2, 2026 |
| SEC record | CRD 299406 |