James Schmidt
Beacon Bridge Wealth Partners · Lower Gwynedd, Pennsylvania
James Schmidt 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.
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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 |
| Assets under management | $426.6M across 1,113 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5698046 |
| Exams passed | Series 63 (2012) · Series 65 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.beaconbridgewealth.com |
How James's firm compares
- Beacon Bridge Wealth Partners's average account is about $383,000, from its Form ADV (assets managed divided by 1,113 accounts).
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Questions about James
Is James Schmidt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Beacon Bridge Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Schmidt based?
James Schmidt is based in Lower Gwynedd, Pennsylvania.
Is James Schmidt registered with the SEC?
Yes. James Schmidt is registered as an investment adviser representative in PA (CRD 5698046), 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 James Schmidt?
Through James's website, www.beaconbridgewealth.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
- Beacon Bridge Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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