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Bulman Wealth Group
SEC-regulated
Registered investment advisor
Bulman Wealth Group (BWG) is a Registered Investment Advisor established in 2018, with ownership by The Christopher and Sarah Bulman Family Trust. The firm specializes in providing personalized investment management services, primarily on a discretionary basis. BWG may hire Sub-Advisors to manage client assets and may recommend Third Party Managers (TPMs) for client portfolios. Clients have the option to impose written restrictions on their accounts. The firm offers Estate Planning services and does not sponsor wrap fee programs. BWG primarily advises on various investments, including equity securities, ETFs, mutual funds, and more. The firm's fee schedule is negotiable, with fees deducted directly from client accounts. BWG may receive compensation for client referrals from SmartAsset and Dave Ramsey's SmartVestor™ program. The firm does not vote proxies for client securities and does not have custody of client funds. BWG does not vote proxies for client securities and does not have custody of client funds. The firm does not vote proxies for client securities and does not have custody of client funds. The firm does not vote proxies for client securities and does not have custody of client funds. The firm does not vote proxies for client securities and does not have custody of client funds.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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