Firm
Natural Bridges Financial Advisors
Santa Cruz, California
Fee-only
Natural Bridges Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 80 individual clients, 74 of them high net worth.
- Its average account is about $488,000 (assets it manages divided by its 319 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Cruz, California |
|---|---|
| Website | naturalbridgesfa.com |
| [email protected] | |
| Phone | (831) 421-0700 |
Natural Bridges Financial Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Comprehensive Annual Retainer Fee: $12,000-$50,000, depending on the complexity of your situation." source
"We don't take any commissions or referral fees - just a single flat fee." source
"Comprehensive Annual Retainer Fee: $12,000-$50,000, depending on the complexity of your situation." source
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 | Fixed fees |
|---|---|
| Assets managed | $156 million |
| Individual clients | 6 |
| High-net-worth clients | 74 |
| Accounts managed | 319 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132940) |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 148056 |