Firm
Addax Bridge Financial
North Bethesda, Maryland
Fee-only
Addax Bridge Financial at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $6,000 a year, above the Maryland median of $3,800.
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | North Bethesda, Maryland |
|---|---|
| Website | addaxbridge.com |
| [email protected] | |
| Phone | (240) 292-9478 |
Addax Bridge Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"Starts at $6,000 per year" source
"You're 50+ with $600K+ saved? You've earned it." source
"Annual advisory fees are based on total volume of actively managed assets" source
"Focused, short-term planning for specific financial questions or life transitions." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 335247 |