Bridgewater Advisory Group LLC
Crystal City, Missouri
Bridgewater Advisory Group LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 70 individual clients, 23 of them high net worth.
- Its average account is about $264,000 (assets it manages divided by its 188 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Crystal City, Missouri |
|---|---|
| Website | bridgewater-ag.com |
| [email protected] | |
| Phone | (636) 937-9333 |
Questions about Bridgewater Advisory Group LLC
How is Bridgewater Advisory Group LLC paid?
Bridgewater Advisory Group LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Bridgewater Advisory Group LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Bridgewater Advisory Group LLC, and 1 hold the CFP.
What is the average account at Bridgewater Advisory Group LLC?
Bridgewater Advisory Group LLC's average account is about $264,000. That's the assets on its Form ADV divided by its 188 accounts.
What does Bridgewater Advisory Group LLC specialize in?
Bridgewater Advisory Group LLC's advisors and website list retirement planning, tax planning and estate & legacy planning.
Bridgewater Advisory Group LLC fees
Bridgewater Advisory Group LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $50 million |
| Individual clients | 47 |
| High-net-worth clients | 23 |
| Accounts managed | 188 |
| Employees | 4 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 327259 |
Advisors at this firm (2)
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