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Updated September 28, 2026. Quick answer: OnePoint BFG Wealth Partners is registered with the SEC as an investment adviser (CRD #318366, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $10,000 a year (the published maximum, which the firm says is negotiable) under its published fee schedule. Already a client and thinking about leaving? Budget $125 at LPL Financial, $50 at Schwab, or $150 at Pershing, depending on your custodian. This review covers what its own fee brochure and current SEC registration confirm today; it does not assess fiduciary status or account minimums.
OnePoint BFG Wealth Partners at a glance
| Fact | What OnePoint BFG Wealth Partners’ own pages say |
|---|---|
| Legal entity | Bleakley Financial Group, LLC |
| Registration | Bleakley Financial Group, LLC is registered with the SEC as an investment adviser (CRD #318366, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $10,000 a year (the published maximum, which the firm says is negotiable), per its own current brochure |
| Minimum to open an account | Not assessed in this review; see Item 5 of its Form ADV Part 2A |
| Cost to leave (exit fee) | $125 at LPL Financial, $50 at Schwab, or $150 at Pershing, depending on your custodian |
What OnePoint BFG Wealth Partners’ own fee schedule charges
IAPD lists the firm as OnePoint BFG Wealth Partners, with Bleakley Financial Group, LLC among its other names, and the brochure states Bleakley Financial Group, LLC does business as OnePoint BFG Wealth Partners. The brochure reports $15,127,499,616 in total client assets managed. The priced maximum applies to the advisory fee an advisor negotiates with an ordinary individual client, whether in a wrap or non-wrap account.
“OnePoint BFG’s Advisors at the Advisor’s discretion negotiate an annual investment advisory fee up to a maximum of two percent (2.00%) of assets managed by the Advisor.”
OnePoint BFG states that advisors negotiate an advisory fee up to a maximum of 2.00%. Its tiered table is labeled as an example of a negotiated schedule rather than a fixed schedule, so it is not used. Each balance is priced at the 2.00% maximum, which makes the figures upper bounds rather than typical negotiated fees. The brochure says the firm generally does not require an annual minimum fee, so no floor applies.
What the same brochure says about fees charged on top of this schedule: “Furthermore, OnePoint BFG’s proprietary investment strategy fees, UMA fees, and third-party investment manager or sub-advisor fees are not included in the annual wrap fee or OnePoint BFG’s annual investment advisory fee.” The table below is the firm’s own advisory fee schedule and does not include any such additional fee.
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $10,000 |
| $1,000,000 | $20,000 |
| $2,000,000 | $40,000 |
These figures come directly from OnePoint BFG Wealth Partners’ own current fee brochure, cited in Sources below.
Registration
Bleakley Financial Group, LLC is registered with the SEC as an investment adviser (CRD #318366, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity).
What it costs to leave
Bleakley Financial Group, LLC’s Form ADV Part 2A states “The written agreement, between OnePoint BFG and the client, will continue in effect until terminated by either party by written notice in accordance with the terms and conditions of the written agreement.” Bleakley Financial Group, LLC names five possible custodians in its brochure, with no single default. LPL Financial LLC’s own published fee schedule states “Outgoing Account Transfer” Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets” Pershing Advisor Solutions LLC’s own published fee schedule states “Account Termination” National Financial Services LLC (Fidelity affiliate) and Goldman Sachs & Co. LLC disclose no comparable line item (an honest gap).
The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033521
- SEC IAPD firm summary (CRD #318366, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/318366
Methodology. This page was built September 28, 2026, drawing directly on OnePoint BFG Wealth Partners’ own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. Where exit-fee facts are cited, they trace to the named custodian’s own published schedule. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading OnePoint BFG Wealth Partners’ own Form ADV Part 2A and Form CRS. We have not used OnePoint BFG Wealth Partners as a client. OnePoint BFG Wealth Partners did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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