JL Bainbridge

JL Bainbridge at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 6 advisors are listed here; 1 of 6 hold the CFP.
• Its Form ADV reports 11 employees and 828 individual clients, 350 of them high net worth.
• Its average account is about $662,000 (assets it manages divided by its 2,070 accounts).

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

JL Bainbridge fees

JL Bainbridge 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

Advisors at this firm (6)

• Daniel Greenwald

• David Thompson

• Jerry Bainbridge

• Joel Oldham

• John Leeming

  CFP

• Lindsey Colaco