{"url":"https://nivawealth.com/firms/burgess-investment-group-318698","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318698","regulatoryAum":147135626,"crd":"318698","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7339636","suffix":null,"lastName":"Burgess","firstName":"Johnathan","middleName":"Brett"},{"crd":"7427760","suffix":null,"lastName":"Conner","firstName":"Kyle","middleName":"Ryan"},{"crd":"6978151","suffix":null,"lastName":"DECKER","firstName":"TYLER","middleName":null},{"crd":"6245285","suffix":null,"lastName":"FOX","firstName":"CHARLES","middleName":"MITTEN"},{"crd":"6318054","suffix":null,"lastName":"HASTINGS","firstName":"MATTHEW","middleName":null},{"crd":"7760303","suffix":"Jr","lastName":"Heiser","firstName":"Edward","middleName":"Louis"},{"crd":"7804770","suffix":"III","lastName":"JAYNES","firstName":"JAMES","middleName":"RUSH"},{"crd":"7935959","suffix":null,"lastName":"Maloney-Grimes","firstName":"Luke","middleName":null},{"crd":"8128166","suffix":null,"lastName":"Mungo","firstName":"Elizabeth","middleName":"Faith"},{"crd":"7773985","suffix":"Jr","lastName":"Osborne","firstName":"Clemmy","middleName":"Lou"},{"crd":"8245360","suffix":null,"lastName":"Pedraza","firstName":"Alan","middleName":"Yahir"}],"total":11,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135075","legalName":"Burgess Investment Group, LLC","displayName":"Burgess Investment Group","slug":"burgess-investment-group-318698","website":"https://bigmoneyretirement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"South Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"632 S Main St","city":"Greenville","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29601"},"tradeNames":["Big Money Management, LLC","Big Money Retirement","Big Money Retirement Solutions","Big Retirement","Burgess Private Wealth"],"registration":{"secApproved":"2 January 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":169489.24013921115,"staff":{"employees":26,"advisory":10,"brokerDealerReps":0,"insuranceAgents":11,"promoters":0},"aum":{"regulatory":147135626,"discretionary":146274367,"discretionaryAccounts":862,"nonDiscretionary":861259,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Individuals (other than HNW)","clients":784,"regulatoryAum":84693603},{"label":"High-net-worth individuals","clients":78,"regulatoryAum":61406122},{"label":"Charitable organizations","clients":2,"fewerThan5":true,"regulatoryAum":1035901}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061327","versionId":1061327,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-10-16","documentName":"ADV PART 2A - BURGESS INVESTMENT GROUP, LLC","fee_rate_low":0.6,"fee_rate_high":1.4,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Fixed fee for creating a financial plan, negotiated between $100 and $10,000; up to 50% is paid in advance, never more than six months ahead.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061327","versionId":1061327,"submittedOn":"2026-10-16","documentName":"ADV PART 2A - BURGESS INVESTMENT GROUP, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:10:19.270842+00:00","documents":[{"name":"ADV PART 2A - BURGESS INVESTMENT GROUP, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061327","versionId":1061327,"submittedOn":"2026-10-16"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055236","versionId":1055236,"submittedOn":null}]},"custodians":[{"name":"SEI Private Trust","shortName":"SEI Private Trust","location":"Oaks, PA","smaAssets":0},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":147135626}],"custodyNote":"Burgess Investment Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"John Obeck","title":"Chief Compliance Officer","crd":"3222777"},{"name":"Johnathan Burgess","title":"Managing Member","crd":"7339636"}],"ownership":[{"label":"Johnathan Burgess","detail":"Managing member in the 75% or more ownership band and a control person, since December 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":6,"privateResidences":0},"listedOfficeAddresses":7,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"3001 Pga BLVD","city":"Palm Beach Gardens"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"3440 Preston Ridge Road","city":"Alpharetta"}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"6325 Ardrey Kell Road","city":"Charlotte"}]},{"state":"South Carolina","offices":4,"addresses":[{"street":"632 S Main St","city":"Greenville","headquarters":true},{"street":"129 Se Main St","city":"Simpsonville"},{"street":"151 W. Main Street","city":"Spartanburg"},{"street":"651 Meeting St.","city":"Charleston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"864-920-3155","stateRegisteredReps":10,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":17},{"label":"Non-exchange-traded equity securities","percent":62},{"label":"U.S. government/agency bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":6},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":0},"sources":{"adv1FilingDate":"14 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/318698/PDF/318698.pdf","brochureDate":"16 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061327","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Burgess Investment Group have?","answer":"Burgess Investment Group has 864 clients and manages $147 million for them, as of September 2026. They include 784 individual clients, 78 high-net-worth individuals and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Burgess Investment Group offer?","answer":"Burgess Investment Group provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Burgess Investment Group charge?","answer":"Burgess Investment Group charges 0.60%–1.40% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A - BURGESS INVESTMENT GROUP, LLC, filed 16 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Burgess Investment Group use?","answer":"Burgess Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $147M. The filing also lists SEI Private Trust with no separately managed account assets.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Burgess Investment Group have?","answer":"Burgess Investment Group has 10 investment adviser representatives registered with state securities authorities, out of 26 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Burgess Investment Group invest in?","answer":"At the end of its last fiscal year, Burgess Investment Group’s separately managed accounts held 62% non-exchange-traded equities, 17% exchange-traded equities, 13% cash and equivalents, 6% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Burgess Investment Group?","answer":"Burgess Investment Group’s direct owner is Johnathan Burgess (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Burgess Investment Group get paid?","answer":"Burgess Investment Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Burgess Investment Group?","answer":"Burgess Investment Group’s main office is at 632 S Main St, Greenville, SC 29601. Its phone number is 864-920-3155. Its website is bigmoneyretirement.com.","source":"Form ADV Part 1A, Item 1.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}