Overview
Assets Under Management: $100 million
High-Net-Worth Clients: 28
Average Client Assets: $2.8 million
Frequently Asked Questions
BRIDGE FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174840), BRIDGE FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
BRIDGE FINANCIAL PLANNING, LLC serves 28 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, BRIDGE FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BRIDGE FINANCIAL PLANNING, LLC manages $100 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, BRIDGE FINANCIAL PLANNING, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.76%
Average Client Assets: $2.8 million
Total Client Accounts: 319
Discretionary Accounts: 319
Regulatory Filings
CRD Number: 174840
Filing ID: 2048811
Last Filing Date: 2026-02-10 13:01:50