Firm
Bridgeway Wealth Management
Cedar Rapids, Iowa
Fee-only
Bridgeway Wealth Management at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 248 individual clients, 118 of them high net worth.
- Its average account is about $416,000 (assets it manages divided by its 396 accounts).
Facts
| Based in | Cedar Rapids, Iowa |
|---|---|
| Website | bridgewaywm.com |
| [email protected] | |
| Phone | (319) 393-6535 |
Bridgeway Wealth Management fees
Bridgeway Wealth Management 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 | $165 million |
| Individual clients | 130 |
| High-net-worth clients | 118 |
| Accounts managed | 396 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-128190) |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 326547 |