# DBA Big Money Retirement and Big Retirement

> DBA Big Money Retirement and Big Retirement is an SEC-registered investment advisory firm in Greenville, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 318698
- Filed as: DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
- 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)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318698
- AdvisorCensus page: https://advisorcensus.com/firm/dba-big-money-retirement-and-big-retirement-greenville-sc-318698

## Quick answers

**How is DBA Big Money Retirement and Big Retirement compensated?**
On its Form ADV (Item 5.E, October 2026), DBA Big Money Retirement and Big Retirement reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is DBA Big Money Retirement and Big Retirement located?**
DBA Big Money Retirement and Big Retirement's principal office is in Greenville, SC, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is DBA Big Money Retirement and Big Retirement registered with the SEC or a state?**
DBA Big Money Retirement and Big Retirement is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 318698.

**How much does DBA Big Money Retirement and Big Retirement manage?**
DBA Big Money Retirement and Big Retirement reports $147,135,626 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (99% discretionary).

**What types of clients does DBA Big Money Retirement and Big Retirement serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (784); high net worth individuals (78); charitable organizations (2).

**Which custodians does DBA Big Money Retirement and Big Retirement use?**
DBA Big Money Retirement and Big Retirement's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Private Trust as custodians holding 10% or more of its separately managed account assets.

**Does DBA Big Money Retirement and Big Retirement report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318698

**What changed in DBA Big Money Retirement and Big Retirement's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Palm Beach Gardens, FL. Registered or notice-filed in FL, TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $147,135,626
- Discretionary: $146,274,367
- Non-discretionary: $861,259

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 784 | $84,693,603 |
| High net worth individuals | 78 | $61,406,122 |
| Charitable organizations | 2 | $1,035,901 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 26 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Alpharetta, GA
- Charleston, SC
- Charlotte, NC
- Palm Beach Gardens, FL
- Simpsonville, SC
- Spartanburg, SC

### Websites listed on Form ADV (Item 1.I)
- [bigmoneyretirement.com](https://bigmoneyretirement.com)
- [retirerightuniversity.com](https://retirerightuniversity.com)
- Facebook @BigMoneyRetirement
- Instagram @bigmoneyretirement

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Palm Beach Gardens, FL.
- Registered or notice-filed in FL, TN.

### 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.

### August 2026
- Added an office in Alpharetta, GA.
- Registered or notice-filed in GA.

### 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).

### 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).

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DBA Big Money Retirement and Big Retirement (CRD 318698): Form ADV filing data as of October 2026.