Firm
Covered Bridge Financial
Califon, New Jersey
Fee-only
Covered Bridge Financial at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 52 individual clients, 16 of them high net worth.
- Its average account is about $286,000 (assets it manages divided by its 141 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Califon, New Jersey |
|---|---|
| Phone | (908) 439-3969 |
Covered Bridge Financial fees
Covered Bridge Financial 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 | $40 million |
| Individual clients | 36 |
| High-net-worth clients | 16 |
| Accounts managed | 141 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 151827 |
Advisors at this firm (1)
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