Firm
Bridge To Wealth
Corinth, Texas
Fee-only
Facts
| Based in | Corinth, Texas |
|---|---|
| Website | bridgetowealthllc.com |
| Phone | (214) 592-1084 |
Bridge To Wealth 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.
| One-time plan | From $495 |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$495 Initial Strategy Fee*" source
"Our advisory fee is based on the market value of the assets under management" 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 | $22 million |
| Individual clients | 36 |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 317202 |