Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: OnePoint BFG Wealth Partners discloses a maximum, individually negotiated rate of 2.0% in its Form ADV Part 2A (March 31, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 31, 2026): “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.”
Note: CRD 318366 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. 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.
The published maximum: 2.0% per year (The 2.00% maximum covers the advisor’s investment advisory fee only. Proprietary investment strategies (Global Macro, Target Income and Benestar, at 0.35% to 0.5625%), the firm’s UMA fee, third-party manager or sub-advisor fees, and custodial charges in a non-wrap account are billed separately and in addition to it; none of those are reflected in the figures below. In a wrap account the custodial charges are folded into the wrap fee, which carries the same 2.00% maximum.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,000 | 2.00% |
| $500,000 | $10,000 | 2.00% |
| $1,000,000 | $20,000 | 2.00% |
| $2,000,000 | $40,000 | 2.00% |
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.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, OnePoint BFG Wealth Partners’s own published maximum rate runs up to $10,000 a year.
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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 Investment Adviser Public Disclosure, Bleakley Financial Group, LLC (CRD #318366): https://adviserinfo.sec.gov/firm/summary/318366
- Bleakley Financial Group, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/318366/PDF/318366.pdf
Methodology. This page was built September 28, 2026, drawing on OnePoint BFG Wealth Partners’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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