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DBA BIG MONEY RETIREMENT AND BIG RETIREMENT

GREENVILLE, SC · CRD 318698 · IAPD ↗ · bigmoneyretirement.com · 864-920-3155

$147.1MRegulatory AUM
10Advisory reps
26Employees
3Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
October 2026 — DBA BIG MONEY RETIREMENT AND BIG RETIREMENT notice-filed in FL, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2026 — DBA BIG MONEY RETIREMENT AND BIG RETIREMENT added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
August 2026 — DBA BIG MONEY RETIREMENT AND BIG RETIREMENT notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2026 — DBA BIG MONEY RETIREMENT AND BIG RETIREMENT added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
July 2026 — DBA BIG MONEY RETIREMENT AND BIG RETIREMENT changed its website from retirerightuniversity.com to bigmoneyretirement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
July 2026 — DBA BIG MONEY RETIREMENT AND BIG RETIREMENT notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2026 — DBA BIG MONEY RETIREMENT AND BIG RETIREMENT added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2026 — BURGESS INVESTMENT GROUP, LLC is now doing business as DBA BIG MONEY RETIREMENT AND BIG RETIREMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
67
July 2026 — DBA BIG MONEY RETIREMENT AND BIG RETIREMENT grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
62
April 2026 — BURGESS INVESTMENT GROUP, LLC reported RAUM up 35% ($109.0M -> $147.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — BURGESS INVESTMENT GROUP, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
March 2026 — BURGESS INVESTMENT GROUP, LLC changed its website from bigmoneyretirement.com to retirerightuniversity.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
February 2026 — BURGESS INVESTMENT GROUP, LLC (GREENVILLE, SC) is newly SEC-registered with $109.0M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.