Bridge Financial Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“Due to the additional professional time invested in performing the initial financial planning services, at the inception of the relationship between Client and Bridge Financial Strategies, a one-time planning fee of $5,000 will be charged toward the initial services as described above in Item 4 at commencement of…”

Annual fee

$10,000/yr

“- 2- There is a minimum annual fee of $10,000.”

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

How Bridge Financial Strategies bills

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

• “Fees are billed quarterly in advance based on the account balance on the last day of the previous quarter.”
• “Investment management fees are billed quarterly in advance, meaning that fees are collected at the beginning of the billing period.”
• “The Client must consent in advance to direct debiting of their investment account.”

How Bridge Financial Strategies’ fees compare

• Its flat or project fee of $5,000 is above the Arizona median of $3,100. 60% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 26 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
• Its annual fee of $10,000 matches the Arizona median of $10,000. 47% of the 43 other Arizona planners that publish an annual fee charge less.
• 7 of the 14 other planners in Scottsdale that publish an annual fee charge less.

About Bridge Financial Strategies

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Tax planning
• Divorce

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% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

65

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$89,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298134

Website

bridgefinancialstrategies.com (opens in new tab)

Phone

(480) 378-2383

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• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
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• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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