Daniel Pichardo
Bridge Capital Consulting · Newport Beach, California
Daniel Pichardo is a fee-only financial advisor at Bridge Capital Consulting in Newport Beach, California, who holds the CFP credential. Bridge Capital Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bridge Capital Consulting |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $76.5M across 302 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 5256800 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mybridgecapital.com |
How Daniel's firm compares
- Bridge Capital Consulting's average account is about $253,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Daniel
Is Daniel Pichardo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Bridge Capital Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Bridge Capital Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Pichardo based?
Daniel Pichardo is based in Newport Beach, California.
What credentials does Daniel Pichardo hold?
Daniel Pichardo holds the CFP credential.
Is Daniel Pichardo registered with the SEC?
Yes. Daniel Pichardo is registered as an investment adviser representative in CA, TX and WA (CRD 5256800), 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 Bridge Capital Consulting manage?
Bridge Capital Consulting reports $76.5M across 302 accounts in assets under management.
How do I contact Daniel Pichardo?
Through Daniel's website, www.mybridgecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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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