Firm
Bridge The Gap Retirement Planners LLC
Phoenix, Arizona
Fee-only
Bridge The Gap Retirement Planners LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 32 individual clients, 20 of them high net worth.
- Its average account is about $393,000 (assets it manages divided by its 125 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | btgretirementplanners.com |
| [email protected] | |
| Phone | (414) 416-4208 |
Bridge The Gap Retirement Planners LLC fees
Bridge The Gap Retirement Planners LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $49 million |
| Individual clients | 12 |
| High-net-worth clients | 20 |
| Accounts managed | 125 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 316508 |