Michael Byers
Michael Byers is a registered investment advisor at Bg Wealth Advisory, LLC, based in San Antonio, TX, with 17 years of industry experience. Michael 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
8700 Crownhill Blvd, Suite 303, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2017Criminal
August 1997Other Business ActivitiesSells Insurance
Michael owns Byers Office Building LLC and Lubbock Bridge Properties LLC, both commercial rental properties, dedicating a few hours per week to each. He also owns Lubbock MB Holdings, LLC, Texas Alliance Financial Services, PLLC, and M&M Wealth Management, PLLC dba Lonestar Wealth Management, all involved in insurance sales, taking up a significant portion of his time.
Employment History
Current Registrations
Bg Wealth Advisory, LLC
The Viable Group, INC.
Lonestar Registered Investment Advisors, PLLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.