# Bradley Linch

> Bradley Linch is a fee-only financial advisor at Linch Financial in Southlake, Texas. Bradley charges a percentage of assets (0.25%–2.99% a year of assets managed) and focuses on retirement planning, estate & legacy planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/bradley-linch/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Linch Financial
- **Based in:** Southlake, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.25%–2.99% a year of assets managed
- **Assets under management (firm):** $40.9M across 79 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 2522575 (https://adviserinfo.sec.gov/individual/summary/2522575)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1994), Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.linchfinancial.com

## Frequently asked questions

### Is Bradley Linch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Linch Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bradley charge for financial advice?

Bradley charges a percentage of assets.

### How much does Bradley charge?

According to Linch Financial's website, checked October 30, 2026: 0.25%–2.99% a year of assets managed.

### Where is Bradley Linch based?

Bradley Linch is based in Southlake, Texas.

### What does Bradley specialize in?

Bradley's specialties include retirement planning, estate & legacy planning and family wealth transfer.

### Is Bradley Linch registered with the SEC?

Yes. Bradley Linch is registered as an investment adviser representative in TX (CRD 2522575), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Linch Financial manage?

Linch Financial reports $40.9M across 79 accounts in assets under management.

### How do I contact Bradley Linch?

Through Bradley's website, www.linchfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2522575): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://linchfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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