Bridget Harkins
Wheels Up Wealth, Inc. · Benicia, California
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.
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Who they serve
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Wheels Up Wealth, Inc. |
|---|---|
| Based in | Benicia, California |
| Fee model | One-time planning fee |
| Assets under management | $130.0M across 458 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6251842 |
| Exams passed | Series 63 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | wheelsupwealthinc.com |
| Profile |
How Bridget's firm compares
- Wheels Up Wealth, Inc.'s average account is about $284,000, from its Form ADV (assets managed divided by 458 accounts).
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Questions about Bridget
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Wheels Up Wealth, Inc. 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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