Bridge Capital Consulting, LLC fees and pricing
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 20, 2026, Bridge Capital Consulting, LLC charges $250 an hour and a flat or project fee of $250-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees are negotiable and agreed upon in advance. Hourly fee: $250 per hour Fixed fees: generally range from $250 to $12,000 Clients may: Pay in full upfront, or Pay a portion at the beginning and the remainder upon completion BCC will not bill more than $500 six or more months in advance.”
- Flat or project fee
- $250-$12,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bridge Capital Consulting, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination, advisory fees will be prorated through the effective date of termination and any unearned fees will be refunded promptly to the client.”
- “The specific fees charged are set forth in the Advisory Client Agreement and are negotiable.”
- “Accounts initiated or terminated during a billing period will be charged a prorated fee based on the number of days the account was managed.”
How Bridge Capital Consulting, LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
- Its flat or project fee of $250-$12,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
- 12 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.
About Bridge Capital Consulting, LLC
“After reviewing your financial objectives and current situation, we may offer to provide you with financial planning services or investment management services.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.75% a year
- Clients
- 141
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $76,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283663
- Phone
- (949) 229-2262
Can advise clients in 2 states: California, Washington
Other planners in Newport Beach that publish fees
- Banta Asset Management LPNewport Beach$350/hr
- Campbell Advisory Services, LLCNewport Beach$150-$300/hr, $1,500-$5,000
- Centriplan, LLCNewport Beach$250-$300/hr, $1,000-$5,000
- Crystal Cove Asset ManagementNewport Beach$1,500-$10,000
- Hall Financial WellnessNewport Beach$500-$5,000, $1,500-$10,000/yr
- Havaplan FinancialNewport Beach$300-$400/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.