DBA Big Money Retirement and Big Retirement

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated August 18, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$147,135,626 as of October 2026, filing dated September 14, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses

Legal name

Burgess Investment Group, LLC

Also doing business as

BIG MONEY MANAGEMENT, LLC, BIG MONEY RETIREMENT, BIG MONEY RETIREMENT SOLUTIONS, BIG RETIREMENT, BURGESS PRIVATE WEALTH

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2026 (0 years)

Employees

Total: 26. Performing investment advisory functions: 10.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.SEI Private Trust

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

6 other offices, as of the October 2026 filing

Alpharetta, GACharleston, SCCharlotte, NCPalm Beach Gardens, FLSimpsonville, SCSpartanburg, SC

States registered or notice-filed

6 states or jurisdictions

FLGANCSCTNTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

1. October 2026
   • Added an office in Palm Beach Gardens, FL.
   • Registered or notice-filed in FL, TN.
2. September 2026
   • Added the business name Burgess Private Wealth.
   • Employees performing advisory functions went from 9 to 10.
   • Changed its office addresses in Alpharetta, GA.
   • Changed its office addresses in Charleston, SC.
3. August 2026
   • Added an office in Alpharetta, GA.
   • Registered or notice-filed in GA.
4. July 2026
   • Added the business name Big Retirement.
   • Added the business name Big Money Retirement Solutions.
   • Added the business name Big Money Retirement.
   • Added the business name Big Money Management, LLC.
   • Employees performing advisory functions went from 7 to 9.
   • Added an office in Charlotte, NC.
   • Registered or notice-filed in NC.
   • Updated its list of owners and control persons (Schedule A).
5. April 2026
   • Employees performing advisory functions went from 5 to 7.
   • Regulatory assets under management went from $108,972,922 to $147,135,626 (+35%).
   • Updated its list of owners and control persons (Schedule A).
6. February 2026
   • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.