BPS WEALTH ADVISORS, INC.
SEC RegisteredServing Businesses and Families Since 1984
About the firm
BPS is committed to serving clients with unwavering integrity, trust, and professional expertise, specializing in the administration of retirement plans for small businesses and offering comprehensive financial planning and wealth management services. Since 1984, BPS has been helping over 300 small and mid-sized businesses meet their retirement plan goals by providing customized, full-service retirement plan administration. BPS also provides tailored wealth management strategies for individuals and families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fully bundled and turnkey retirement plan design and administration for small and mid-sized businesses; comprehensive financial planning and wealth management for individuals and families, including investment management, retirement income planning, and risk management.
Who they serve
Small and mid-sized businesses, individuals, and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 395 | $99M |
| High Net Worth Individuals | 148 | $321M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 184 | $653M |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.75% |
| Next $500,000 | 0.50% |
| Excess of $1,500,000 | 0.25% |
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BPS WEALTH ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.