Donald Bird
Bird Financial Group · Philadelphia, Pennsylvania
Donald Bird is a fee-only financial advisor at Bird Financial Group in Philadelphia, Pennsylvania, who holds the CFP credential. Bird Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bird Financial Group |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $88K across 2 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 4688518 |
| Exams passed | Series 63 (2017) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.birdbrand.net |
| Profile |
How Donald's firm compares
- Bird Financial Group's average account is about $44,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Donald
Is Donald Bird a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Bird Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Bird Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Bird based?
Donald Bird is based in Philadelphia, Pennsylvania.
What credentials does Donald Bird hold?
Donald Bird holds the CFP credential.
Is Donald Bird registered with the SEC?
Yes. Donald Bird is registered as an investment adviser representative in PA (CRD 4688518), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bird Financial Group manage?
Bird Financial Group reports $88K across 2 accounts in assets under management.
How do I contact Donald Bird?
Through Donald's website, www.birdbrand.net.
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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