Vincent Barbera
Newbridge Wealth Management · Bryn Mawr, Pennsylvania
Vincent Barbera is a fee-only financial advisor at Newbridge Wealth Management in Bryn Mawr, Pennsylvania, who holds the CFP credential. Vincent focuses on retirement planning, small business owners and family wealth transfer. Newbridge Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Newbridge Wealth Management |
|---|---|
| Based in | Bryn Mawr, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $219.5M across 800 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 4555357 |
| Exams passed | Series 63 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.newbridgewealth.com |
| Profile |
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Questions about Vincent
Is Vincent Barbera a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vincent holds no broker registration, and Newbridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vincent charge for financial advice?
Vincent's firm, Newbridge Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Vincent Barbera based?
Vincent Barbera is based in Bryn Mawr, Pennsylvania.
What does Vincent specialize in?
Vincent's specialties include retirement planning, small business owners and family wealth transfer. Vincent works with executives, retirees, early-career professionals and mid-life transitions.
What credentials does Vincent Barbera hold?
Vincent Barbera holds the CFP credential.
Is Vincent Barbera registered with the SEC?
Yes. Vincent Barbera is registered as an investment adviser representative in PA (CRD 4555357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Newbridge Wealth Management manage?
Newbridge Wealth Management reports $219.5M across 800 accounts in assets under management.
How do I contact Vincent Barbera?
Through Vincent's website, www.newbridgewealth.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
- Newbridge Wealth Management 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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