BFG Wealth Management LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, BFG Wealth Management LLC charges a flat or project fee of $150-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $150-$500
“The negotiated fixed monthly rate for creating client financial plans is between $150 and $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BFG Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of BFGWM's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of BFGWM’s fees, within five business days of signing the Financial Planning Agreement.”
- “Financial planning fees are paid via Electronic Funds Transfers and Credit Card.”
How BFG Wealth Management LLC’s fees compare
- Its flat or project fee of $150-$500 is below the Texas median of $3,850. 1% of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 51 other planners in Dallas that publish a flat or project fee charge less.
About BFG Wealth Management LLC
- Firm size: 2 employees.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 61
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $38,328,347
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299406
- Website
- bfgwm.com (opens in new tab)
- Phone
- (469) 995-8970
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.