Bridge Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$100,269,264
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
94
30% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
94
Very HighAverage account size
$1,066,694
About
Bridge Financial Planning serves individual clients — including high-net-worth households — as well as charitable organizations, corporations, and employer plan sponsors. The firm offers discretionary portfolio management alongside comprehensive and project‑based financial planning, business‑focused planning, and retirement‑plan advisory services.
The firm develops individually tailored investment policies and implements portfolios to meet stated objectives and asset‑allocation targets, with ongoing monitoring and at least annual reviews. For some clients it selects independent sub‑advisers or model portfolios to manage portions of accounts and integrates planning recommendations (tax, insurance, estate, and cash‑flow matters) with investment oversight.
According to its Form ADV, the firm reports an atypical principal‑office arrangement that is uncommon among peers and routinely offers educational seminars and speaking engagements, sometimes on a pro bono basis. The brochure also discloses use of third‑party sub‑advisers (including Dimensional Fund Advisors for certain strategies), the firm’s use of AI tools in its processes, and directed‑brokerage practices that may affect trade execution and implementation.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-Based Financial Planning minimum fee $3,500; Business-Focused Planning fees from $1,500 upfront plus monthly fees ($500 to $1,250), negotiable.
$0 - $1,000,000: 0.95% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.60% annually
Financial Planning hourly fee: $350/hour, negotiable.
Fee-only: Financial Planning hourly fee: $350/hour, negotiable.
Most active in
Bridge Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Indiana · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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