firm
OnePoint BFG Wealth Partners
PARSIPPANY, NJ
CRD: 318366
In PWD coverage since September 7, 2026 · 7 stories
$15.1BRegulatory AUMSEC Form ADV · Sep 11
205EmployeesForm ADV
1Deals on our tracker
+3Talent net · 12 months3 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +3 · 3 arrivals · 0 departures
Rebecca Bast
Sep 9 · team liftout
Arrivals
Rebecca Bast
Sep 10 · from Bast Financial Group
Andy Schwartz
Sep 6 · from Northwestern Mutual
Kevin Spahn
Sep 6 · from Northwestern Mutual
Departures
None tracked.
Deal recordFull tracker →
PWD coverage
Data
174 liftouts, 16 breakaways: wealth's unit of trade is now the team
Buyers are paying one price for revenue, retention and a book that needs no rebuilding; the solo breakaway channel cleared 16 times in a month.