Firm
Fresh Bread Investments
Weston, Florida
Fee-only
Fresh Bread Investments at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 21 individual clients, 10 of them high net worth.
- Its average account is about $715,000 (assets it manages divided by its 55 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Weston, Florida |
|---|---|
| Website | freshbreadinvest.com |
| [email protected] | |
| Phone | (518) 283-8332 |
Fresh Bread Investments fees
Fresh Bread Investments 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, hourly. 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 |
|---|---|
| Assets managed | $39 million |
| Individual clients | 11 |
| High-net-worth clients | 10 |
| Accounts managed | 55 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 319251 |