David Waldrop
Bridgeview Capital Advisors, Inc. · El Dorado Hills, California
David Waldrop is a fee-only financial advisor at Bridgeview Capital Advisors, Inc. in El Dorado Hills, California, who holds the CFP and CLU credentials. David focuses on tax planning and retirement planning. Bridgeview Capital Advisors, Inc. reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Bridgeview Capital Advisors, Inc. |
|---|---|
| Based in | El Dorado Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $122.2M across 427 accounts |
| Credentials | CFP · CLU |
| SEC registration | Investment adviser representative in CA, TX · CRD 4214855 |
| Exams passed | Series 63 (2000) · Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bridgeviewadvisors.com |
| Profile |
How David's firm compares
- Bridgeview Capital Advisors, Inc.'s average account is about $286,000, from its Form ADV (assets managed divided by 427 accounts).
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Questions about David
Is David Waldrop a fee-only financial advisor?
Yes. David Waldrop 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 David's firm.
How does David charge for financial advice?
David's firm, Bridgeview Capital Advisors, Inc., reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Waldrop based?
David Waldrop is based in El Dorado Hills, California.
What does David specialize in?
David's specialties include tax planning and retirement planning.
What credentials does David Waldrop hold?
David Waldrop holds the CFP and CLU credentials.
Is David Waldrop registered with the SEC?
Yes. David Waldrop is registered as an investment adviser representative in CA and TX (CRD 4214855), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bridgeview Capital Advisors, Inc. manage?
Bridgeview Capital Advisors, Inc. reports $122.2M across 427 accounts in assets under management.
How do I contact David Waldrop?
Through David's website, bridgeviewadvisors.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
- Bridgeview Capital Advisors, 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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