Bradley Linch
Linch Financial · Southlake, Texas
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.
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Specialties
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 | $40.9M across 79 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2522575 |
| Exams passed | Series 63 (1994) · Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.linchfinancial.com |
| Profile |
How Bradley's firm compares
- Linch Financial's average account is about $517,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Bradley
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Southlake
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- Linch Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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