Bridge Generations Wealth Management fees and pricing
Financial planner in South Miami, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Bridge Generations Wealth Management charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Upon client request, BGWM may agree to charge an hourly fee of $500 for to provide financial planning and consulting services as described in the wealth management section above, and other special projects not involving portfolio management.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bridge Generations Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The wealth management fee is calculated as of the last day of the preceding quarter, and payable quarterly, either in advance or arrears, as indicated in the wealth management agreement.”
- “Where it is not practical to deduct fees directly from client accounts, the client be sent invoice at the beginning of each quarter.”
- “Upon termination, BGWM will prorate and bill or refund the client for the number of days that services were provided during the billing quarter, as applicable.”
How Bridge Generations Wealth Management’s fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
About Bridge Generations Wealth Management
“BGWM’s principal service is providing fee-based wealth management services, which include investment management services combined with certain financial planning and consulting services.”
- Firm size: 7 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 171
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $259,800,631
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331683
- Phone
- (305) 666-9411
Can advise clients in 5 states: California, Colorado, Florida, Texas, Utah
Other planners in South Miami that publish fees
- Firestone Capital Management IncSouth Miami$350/hr, $1,000-$5,000
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.