# Caitlin Escoffery

> Caitlin Escoffery is a fee-only financial advisor at Beacon Bridge Wealth Partners in Lower Gwynedd, Pennsylvania. Beacon Bridge Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Beacon Bridge Wealth Partners
- **Based in:** Lower Gwynedd, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $426.6M across 1,113 accounts
- **CRD:** 7468519 (https://adviserinfo.sec.gov/individual/summary/7468519)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.beaconbridgewealth.com

## Frequently asked questions

### Is Caitlin Escoffery a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Caitlin holds no broker registration, and Beacon Bridge Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Caitlin charge for financial advice?

Caitlin's firm, Beacon Bridge Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Caitlin Escoffery based?

Caitlin Escoffery is based in Lower Gwynedd, Pennsylvania.

### Is Caitlin Escoffery registered with the SEC?

Yes. Caitlin Escoffery is registered as an investment adviser representative in PA (CRD 7468519), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beacon Bridge Wealth Partners manage?

Beacon Bridge Wealth Partners reports $426.6M across 1,113 accounts in assets under management.

### How do I contact Caitlin Escoffery?

Through Caitlin's website, www.beaconbridgewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7468519): 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://beaconbridgewealth.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.