BG Wealth Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$150⁠-⁠$500

“Services are offered based on a flat fee between $150 and $500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How BG Wealth Advisory, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Electronic Payment via Credit Card (fees will be paid via a third party payment processor in which the client will securely input payment information and pay the advisory fee through a secure portal.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
• “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”

How BG Wealth Advisory, LLC’s fees compare

• Its flat or project fee of $150-$500 is below the Kansas median of $3,500. 5% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Mission that publish a flat or project fee charge less.

About BG Wealth Advisory, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

2

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164471

Website

tiktok.com/@bgwealthmanagement (opens in new tab)

Phone

(913) 553-6222

Can advise clients in 6 states: Florida, Kansas, Missouri, North Carolina, Nebraska, Texas

Other planners in Mission that publish fees

• Buffalo Run Wealth Advisors LLCMission$5,000
• Mission Financial Planning, Inc.Mission$270/hr, $300
• Weaver FinancialMission$300⁠-⁠$400/hr
• Abundance Wealth ManagementManhattan$250/hr, $3,000
• Agh Wealth Advisors, LLCWichita$350/hr
• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr

Compare all 5 planners in Mission