BSG Advisers fees and pricing
Financial planner in Apex, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 1, 2026, BSG Advisers charges $150-$450 an hour, a flat or project fee of $3,000-$6,000, a monthly fee of $50, and an annual fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$450/hr
“Our standard minimum hourly fee is $150, and our maximum hourly fee is $450.”
- Flat or project fee
- $3,000-$6,000
“Comprehensive planning fees are generally between $3,000 and $6,000, and our standard minimum fee is $1,500.”
- Monthly fee
- $50/mo
“Continuous Planning fees are based upon your Comprehensive Financial Planning fee and generally start at $50 per month up to a maximum of one twelfth (1/12) of your Comprehensive Financial Planning fee.”
- Annual fee
- $1,200/yr
“For flat fees totaling less than $1,200 per year, we may bill you annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BSG Advisers bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees discussed below are negotiable.”
- “Our agreements for these services disclose our fee, payment terms, and refund policy.”
- “Continuous Planning is charged monthly, in advance.”
How BSG Advisers’ fees compare
- Its hourly rate of $150-$450 spans the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Apex that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$6,000 spans the North Carolina median of $4,800. 48% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Apex that publish a flat or project fee charge less.
- Its annual fee of $1,200 is below the North Carolina median of $6,000. 6% of the 49 other North Carolina planners that publish an annual fee charge less.
About BSG Advisers
“We provide a wide range of financial planning and consulting services that are broadly broken into either personal planning services or business planning services.”
- Principal: Robert Picha
- Firm size: 9 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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
- 2% a year
- Minimum
- $10,000 in assets (stated in brochure)
- Clients
- 264
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $134,763,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297243
- Phone
- (919) 267-4753
Can advise clients in 11 states: Alabama, California, Florida, Kansas, Maryland, Missouri, Mississippi, North Carolina, New York, Texas, Virginia
Other planners in Apex that publish fees
- Capital Financial Advisory Group, LLCApex$500-$1,499
- FWJ Planning LLCApex$250/hr, $4,000-$6,000
- Hunter Street Investment Advisors LLCApex$150/hr, $1,800/yr
- Taelos Financial Partners LLCApex$250/hr
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.