Tooth & Coin Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,304,030
Clients
54
33% high-net-worth
Advisors
1
of 1 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
54
HighAverage account size
$413,038
About
Tooth & Coin Wealth (Bridge to Wealth d.b.a. Tooth & Coin Wealth) is a small independent advisory firm that manages about $22.3 million for roughly 54 clients, serving individuals and some high‑net‑worth clients. The firm provides discretionary portfolio management and a range of financial planning services delivered on project‑based, hourly, or ongoing subscription bases.
The firm’s investment approach is grounded in modern portfolio theory and primarily passive management, building asset‑allocation‑driven portfolios using index mutual funds and ETFs while permitting reasonable client‑imposed restrictions. Financial planning work addresses retirement, tax considerations, cash‑flow, estate, insurance, and goal‑setting, with accounts reviewed regularly and recommendations tailored to individual circumstances.
Two offerings that are uncommon among peers are regular educational seminars and speaking engagements (sometimes provided pro‑bono) and pension consulting for employer retirement plans. The firm combines CFP® and CPA expertise within a solo‑practitioner model and can provide retirement‑plan advisory services that include vendor analysis, participant education, and ERISA fiduciary/oversight support.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General retirement planning
Occupation focus
Founder/Business Owner
Fee options
Project-based fixed fee between $500 and $5,000; upfront charge $495-$2,995 plus ongoing monthly fee $200-$1,200 for ongoing comprehensive financial planning; retirement plan setup fee up to $5,000 and ongoing annual fixed fee up to $2,000
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$200 per hour for financial planning
Fee-only: Project-based fixed fees ($500-$5,000), ongoing comprehensive financial planning monthly fees ($200-$1,200/month), hourly financial planning ($200/hour)
Main office location
Tooth & Coin Wealth
Corinth TX, United States
Number of offices
1
Most active in
Tooth & Coin Wealth has reported serving >5 clients in these states in the last 12 months.
Arkansas · Louisiana · Pennsylvania · Tennessee · Texas
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.
-
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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