BG Financial Advisors, LLC fees and pricing
Financial planner in Beaufort, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, BG Financial Advisors, LLC charges $245 an hour and a flat or project fee of $750-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $245/hr
“BG Financial Advisors, LLC ADV Part 2AB February 2026 Page 7 of 23 © 2026 Red Oak Compliance Solutions LLC Service Type Fee Hourly Financial Planning $245 / hour Flat Fee $750-$3000 All fees are negotiable.”
- Flat or project fee
- $750-$3,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BG Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Either party may terminate our agreement at any time by providing written notice to the other party within five (5) business days of signing the agreement without penalty and will receive a full refund of prepaid fees.”
- “Fees are charged quarterly, in arrears and are negotiable.”
- “You will be billed one quarter of this amount on a quarterly basis.”
How BG Financial Advisors, LLC’s fees compare
- Its hourly rate of $245 is below the South Carolina median of $250. 35% of the 69 other South Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $750-$3,000 is below the South Carolina median of $3,000. 32% of the 65 other South Carolina planners that publish a flat or project fee charge less.
About BG Financial Advisors, LLC
“We provide financial planning and asset management services to individuals. We provide various investment management and financial planning services, with an emphasis on retirement planning strategies and model portfolio strategies.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $9,616,790
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167309
- Phone
- (303) 518-5548
Can advise clients in 2 states: South Carolina, Texas
Other planners in South Carolina that publish fees
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
- Altamont Advisors LLCGreenville$150/hr
- Anderson Wealth Management, Inc.Greer$350/hr, $1,500-$10,000
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.