# BG Wealth Advisory, LLC

> BG Wealth Advisory, LLC is a state-registered investment advisory firm in Mission, KS, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated May 20, 2026.

- CRD: 164471
- Filed as: BG WEALTH ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mission, KS
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164471
- AdvisorCensus page: https://advisorcensus.com/firm/bg-wealth-advisory-llc-mission-ks-164471

## Quick answers

**How is BG Wealth Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BG Wealth Advisory, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is BG Wealth Advisory, LLC located?**
BG Wealth Advisory, LLC's principal office is in Mission, KS, according to its Form ADV.

**Is BG Wealth Advisory, LLC registered with the SEC or a state?**
BG Wealth Advisory, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164471.

**Does BG Wealth Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164471

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KS, MO, NC, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bgwealthmanagement.com
- thefinancialhq.com/bgwealthmanagement
- thenewpathtowealth.com
- Facebook @bgwealthmanagement
- Instagram @bgwealthmgmt
- LinkedIn @bg-wealth-management-llc
- LinkedIn @federal-retirement-coach
- TikTok @bgwealthmanagement
- Facebook @bgwealthmanagment
- YouTube @federalretirementcoach
- YouTube @bgweathmanagment

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BG Wealth Advisory, LLC (CRD 164471): Form ADV filing data as of October 2026.