Bridget Grimes
WealthChoice LLC · Coronado, California
Bridget Grimes is a fee-only financial advisor at WealthChoice LLC in Coronado, California, who holds the CFP credential. Bridget focuses on equity compensation, tax planning and founders (pre-exit). WealthChoice LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Tech employees
Facts
| Firm | WealthChoice LLC |
|---|---|
| Based in | Coronado, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $391.0M across 1,321 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA · CRD 1574209 |
| Exams passed | Series 66 (2010) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | wealthchoice.com |
| Profile |
How Bridget's firm compares
- WealthChoice LLC's average account is about $296,000, from its Form ADV (assets managed divided by 1,321 accounts).
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Questions about Bridget
Is Bridget Grimes a fee-only financial advisor?
Yes. Bridget Grimes is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bridget's firm.
How does Bridget charge for financial advice?
Bridget's firm, WealthChoice LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bridget Grimes based?
Bridget Grimes is based in Coronado, California.
What does Bridget specialize in?
Bridget's specialties include equity compensation, tax planning and founders (pre-exit). Bridget works with executives and tech employees.
What credentials does Bridget Grimes hold?
Bridget Grimes holds the CFP credential.
Is Bridget Grimes registered with the SEC?
Yes. Bridget Grimes is registered as an investment adviser representative in AZ and CA (CRD 1574209), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does WealthChoice LLC manage?
WealthChoice LLC reports $391.0M across 1,321 accounts in assets under management.
How do I contact Bridget Grimes?
Through Bridget's website, wealthchoice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- WealthChoice LLC 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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