# Alex Bridges

> Alex Bridges is a fee-only financial advisor at Tiverton Wealth in The Woodlands, Texas, who holds the CFP, ChFC and RICP credentials. Alex charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $500) and focuses on flat-fee planning, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/alex-bridges/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Tiverton Wealth
- **Based in:** The Woodlands, Texas
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,400 a year; one-time plans from $500
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, ChFC, RICP, EA
- **Specialties:** Flat-fee planning, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6736420 (https://adviserinfo.sec.gov/individual/summary/6736420)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://tivertonwealth.com

## Frequently asked questions

### Is Alex Bridges a fee-only financial advisor?

Yes. Alex Bridges is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alex's firm.

### How does Alex charge for financial advice?

Alex charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Alex charge?

According to Tiverton Wealth's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $500.

### Does Alex work with clients virtually?

Yes. Tiverton Wealth says on its website that it works with clients remotely.

### Where is Alex Bridges based?

Alex Bridges is based in The Woodlands, Texas.

### What does Alex specialize in?

Alex's specialties include flat-fee planning, retirement planning, tax planning and estate & legacy planning. Alex works with retirees and pre-retirees.

### What credentials does Alex Bridges hold?

Alex Bridges holds the CFP, ChFC, RICP and EA credentials.

### Is Alex Bridges registered with the SEC?

Yes. Alex Bridges is registered as an investment adviser representative in TX (CRD 6736420), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Alex Bridges?

Through Alex's website, tivertonwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/alex-bridges-82969): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://tivertonwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.