Jennifer Harper
Bridge Financial Planning · Cruz Quebrada - Dafundo, Indiana
Jennifer Harper is a fee-only financial advisor at Bridge Financial Planning in Cruz Quebrada - Dafundo, Indiana, who holds the CFP credential. Jennifer charges a flat fee or retainer and a percentage of assets (0.95% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
Facts
| Firm | Bridge Financial Planning |
|---|---|
| Based in | Cruz Quebrada - Dafundo, Indiana |
| Fee model | Flat fee or retainer · Percentage of assets |
| Fees (firm's website) | 0.95% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $100.4M across 319 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 4502181 |
| Exams passed | Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bridgefinancialplanning.com |
| Profile |
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Questions about Jennifer
Is Jennifer Harper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Bridge Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer charges a flat fee or retainer and a percentage of assets.
How much does Jennifer charge?
According to Bridge Financial Planning's website, checked October 30, 2026: 0.95% a year on the first tier of assets managed.
Where is Jennifer Harper based?
Jennifer Harper is based in Cruz Quebrada - Dafundo, Indiana.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning and small business owners. Jennifer works with pre-retirees, retirees and early-career professionals.
What credentials does Jennifer Harper hold?
Jennifer Harper holds the CFP credential.
Is Jennifer Harper registered with the SEC?
Yes. Jennifer Harper is registered as an investment adviser representative in IN (CRD 4502181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bridge Financial Planning manage?
Bridge Financial Planning reports $100.4M across 319 accounts in assets under management.
How do I contact Jennifer Harper?
Through Jennifer's website, www.bridgefinancialplanning.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
- Bridge Financial Planning 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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