Walter Meierarend is a registered investment advisor at Bg Wealth Advisory, LLC, based in Mission, KS, with 2 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BG Wealth Advisory does not directly manage client assets. Instead, BG Wealth refers clients to Gradient Investments, LLC (GI), a third-party money manager. GI offers various actively managed programs, including strategic, tactical, allocation & defined outcome, and preservation portfolios. The annual fee for these services is a percentage of the assets managed by GI and is negotiable. BG Wealth receives a portion of the fee from GI. For Client Directed Accounts, GI charges a flat annual fee of $300.
Location
5700 Broadmoor, Suite 500, Mission, KS, 66202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter works as a Firefighter/EMT for the Unified Government of Wyandotte County, dedicating about a quarter of his time to this role. He also owns Hook and Ladder Lighting LLC, spending minimal time on seasonal lighting installation during the holiday season.
Employment History
Current Registrations
Bg Wealth Advisory, LLC
State Registrations3 states
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