Justin McCurdy
Bridge Financial Planning · Valapariso, Indiana
Justin McCurdy is a fee-only financial advisor at Bridge Financial Planning in Valapariso, Indiana, who holds the CFP credential. Justin 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 | Valapariso, 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 7006506 |
| Exams passed | Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bridgefinancialplanning.com |
| Profile |
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Questions about Justin
Is Justin McCurdy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin 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 Justin charge for financial advice?
Justin charges a flat fee or retainer and a percentage of assets.
How much does Justin 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 Justin McCurdy based?
Justin McCurdy is based in Valapariso, Indiana.
What does Justin specialize in?
Justin's specialties include retirement planning and small business owners. Justin works with pre-retirees, retirees and early-career professionals.
What credentials does Justin McCurdy hold?
Justin McCurdy holds the CFP credential.
Is Justin McCurdy registered with the SEC?
Yes. Justin McCurdy is registered as an investment adviser representative in IN (CRD 7006506), 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 Justin McCurdy?
Through Justin'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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