Beacon Bridge Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$24,000

“Fees for Financial Planning and Consulting Services Clients that are receiving financial planning services only are charged a one time fixed fee ranging from $2,000 to $24,000, depending on the complexity of a client’s plan and services provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Beacon Bridge Wealth Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee for financial planning services will be billed in accordance with the agreement with the client, and may be billed in periodic installments until final delivery of the financial plan or otherwise fully payable upon delivery of the financial plan.”
• “Actual fees charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fee due and payable.”
• “If based on a percentage of the value of assets under management, the advisory fee for the initial month shall be paid, on a pro rata basis, in arrears, based on the value of the net billable assets under management at the end of such initial month.”

How Beacon Bridge Wealth Partners, LLC’s fees compare

• Its flat or project fee of $2,000-$24,000 spans the Pennsylvania median of $3,650. 88% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Beacon Bridge Wealth Partners, LLC

• Firm size: 11 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Clients

698

Employees

11

Works with

Individuals, high net worth individuals, banks, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$426,622,164

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

321705

Website

linkedin.com/company/beacon-bridge-wealth-partners (opens in new tab)

Phone

(484) 533-6600

Can advise clients in 10 states: Delaware, Florida, Georgia, Maryland, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

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