Team move
Bast Financial Group
Bast Financial Group → OnePoint BFG Wealth Partners
What changed
Founder Rebecca Bast leads seven-person team from Bast Financial Group to OnePoint BFG Wealth Partners in a $400M AUM acquisition.
- Reported / discovered
- Sep 10, 2026
- Effective
- Not reported
- New role
- Founder and Advisor
- Previous role
- Not reported
- Market
- Tampa, FL
- Reported book
- $400M
- Reported team size
- 7 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
Financial Advisor Magazine ↗Sep 10, 2026 · Reporting
Private Wealth Daily ↗Sep 10, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled