Alex Bridges
Tiverton Wealth · The Woodlands, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Credentials | CFP · ChFC · RICP · EA |
| SEC registration | Investment adviser representative in TX · CRD 6736420 |
| Exams passed | Series 63 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tivertonwealth.com |
| Profile |
How Alex's firm compares
- Ongoing planning starts at $2,400 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Texas median of $1,575 for fee-only firms that publish prices.
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Questions about Alex
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in The Woodlands
Other advisors in Texas who focus on flat-fee planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Tiverton Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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