Firm
Bridge Financial Planning
Valapariso, Indiana
Fee-only
Facts
| Based in | Valapariso, Indiana |
|---|---|
| Website | bridgefinancialplanning.com |
| Phone | (423) 933-2722 |
Bridge Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.95% a year on the first tier of assets |
|---|---|
| How it charges | Flat fee · Percentage of assets |
In the firm's words
"Fees start at 0.95% annually on the investments we manage" source
"The flat rate planning fee is based on our understanding of the scope of work and complexities related to your plan." source
"Fees start at 0.95% annually on the investments we manage with breakpoints starting at $1M of managed investments." 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 |
|---|---|
| Assets managed | $100 million |
| Individual clients | 66 |
| Financial planning | Offered |
| Form ADV filed | May 18, 2026 |
| SEC record | CRD 174840 |