Bfg Wealth

Burnett Financial Group, Inc., operating as BFG Wealth, is an investment advisory firm based in Edmond, Oklahoma, established in 2003 and owned by BFG Holdings, Inc. The firm specializes in Comprehensive Portfolio Management and Pension Consulting services, acting as a fiduciary to always prioritize clients' best interests. They offer individualized investment advice with the option for clients to place restrictions on investments. The firm manages over $182 million in assets under management as of December 31, 2023, with a maximum annual fee of 1.50% for Comprehensive Portfolio Management. Clients may incur transaction charges and other expenses separately. The firm does not accept performance-based fees and does not engage in soft dollar arrangements. BFG Wealth recommends Charles Schwab & Co. Inc. as a custodian and broker, providing access to a wide range of investment products and services. The firm also has an arrangement with Fidelity Brokerage Services LLC for institutional platform services. Clients receive quarterly account reviews for Comprehensive Portfolio Management and ongoing services for Pension Consulting. The firm does not receive referral fees and does not have discretionary authority in selecting brokers. Clients have the option to grant investment discretion to the firm, and the firm does not accept proxy authority to vote client securities. Financial information such as a balance sheet or bankruptcy petition is not disclosed.