Onepoint BFG Wealth Partners

• A percentage of assets under your management
• Hourly charges
• 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

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$15,127,499,616 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
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops
• Other

Legal name

Bleakley Financial Group, LLC

Also doing business as

ARMSTRONG & SINOFF FINANCIAL, BAST FINANCIAL GROUP, BLEAKLEY FINANCIAL LEHIGH VALLEY, MILLER FINANCIAL SERVICES, ONEPOINT BFG, ONEPOINT BFG EAST BAY, POISE WEALTH, RETIREBETTER LI, SPAHN FINANCIAL, VOYAGE WEALTH ARCHITECTS

Registration

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

Registered since

2022 (4 years)

Employees

Total: 205. Performing investment advisory functions: 104.

Wrap fee program participation

Yes.

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

Charles Schwab & Co., Inc.LPL Financial LLC

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)

14 other offices, as of the October 2026 filing

Atlanta, GABirmingham, MIBurlington, MAEagle, IDFlemington, NJGreenwood Village, COHouston, TXLombard, ILLutz, FLMinneapolis, MNPhoenix, AZRichmond, VAWhitehall, PAWinter Park, FL

States registered or notice-filed

53 states or jurisdictions

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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

Regulatory assets under management: $7,517,438,456 in the October 2022 data and $15,127,499,616 in the October 2026 data, up 101%.

Total employees: 167 in October 2022 and 205 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added the business name Bast Financial Group.
   • Added an office in Lutz, FL.
2. August 2026
   • Added the business name Armstrong & Sinoff Financial.
   • Updated its list of owners and control persons (Schedule A).
3. May 2026
   • Added an office in Winter Park, FL.
4. April 2026
   • No longer lists the business name Amwell Ridge Wealth Management.
   • Employees performing advisory functions went from 96 to 104.
   • Regulatory assets under management went from $12,128,656,187 to $15,127,499,616 (+25%).
   • No longer lists an office in Boca Raton, FL.
5. February 2026
   • Added the business name Voyage Wealth Architects.
   • Added an office in Minneapolis, MN.
6. November 2025
   • Added the business name Spahn Financial.
   • Added the business name Retirebetter LI.
   • Added the business name Onepoint BFG East Bay.
   • Added the business name Bleakley Financial Lehigh Valley.
   • Added an office in Lombard, IL.
   • Updated its list of owners and control persons (Schedule A).

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