# Bridget Harkins

> Bridget Harkins is a fee-only financial advisor at Wheels Up Wealth, Inc. in Benicia, California, who holds the CFP credential. Bridget charges a one-time planning fee.

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

## Facts

- **Firm:** Wheels Up Wealth, Inc.
- **Based in:** Benicia, California
- **Fee model:** One-time planning fee
- **Assets under management (firm):** $130.0M across 458 accounts
- **Credentials:** CFP
- **Works with:** Early-career professionals, Mid-life transitions
- **CRD:** 6251842 (https://adviserinfo.sec.gov/individual/summary/6251842)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://wheelsupwealthinc.com

## Frequently asked questions

### Is Bridget Harkins a fee-only financial advisor?

Yes. Bridget Harkins is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Bridget's firm.

### How does Bridget charge for financial advice?

Bridget charges a one-time planning fee.

### Where is Bridget Harkins based?

Bridget Harkins is based in Benicia, California.

### What credentials does Bridget Harkins hold?

Bridget Harkins holds the CFP credential.

### Is Bridget Harkins registered with the SEC?

Yes. Bridget Harkins is registered as an investment adviser representative in CA and TX (CRD 6251842), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wheels Up Wealth, Inc. manage?

Wheels Up Wealth, Inc. reports $130.0M across 458 accounts in assets under management.

### How do I contact Bridget Harkins?

Through Bridget's website, wheelsupwealthinc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45928): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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://wheelsupwealthinc.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.