The Bridge Financial Advisors

The firm is registered as an RIA (Registered Investment Advisor) with the SEC or state securities regulators. This registration imposes a fiduciary duty, meaning the firm must act in the best interest of its clients at all times. RIAs are distinct from broker-dealers, which operate under a suitability standard.

The firm likely uses a discretionary or non-discretionary asset management approach, typically constructing portfolios using a combination of low-cost ETFs, mutual funds, and individual securities. As an RIA, it cannot accept commissions on product sales, so any recommendations are fee-only and conflict-free.

The firm does not describe itself as a family office. It operates as a traditional RIA providing financial planning and wealth management to multiple unrelated clients. Family offices, by contrast, typically serve a single wealthy family or a small number of families with integrated services including tax, estate planning, and concierge services.

Based on its RIA classification and lack of disclosed minimums, the firm likely serves individual investors and families across a range of net worth levels. It may focus on retirement planning, college savings, and general wealth accumulation needs.

As a fee-only RIA, the firm charges a percentage of assets under management (AUM) as its primary compensation. Some RIAs also charge flat fees for financial planning services. The firm does not receive commissions, trailing 12b-1 fees, or other transaction-based compensation.

Publicly available information does not disclose the number of professionals employed by the firm. RIAs can range from solo practitioners to large multi-advisor practices. Without a confirmed source, team size remains unknown.

RIAs typically custody client assets with major custodians like Charles Schwab, Fidelity, or TD Ameritrade. These custodians hold securities and cash, execute trades, and provide account statements. The specific custodian used by The Bridge Financial Advisors is not publicly disclosed.