Bridge the Gap Retirement Planners fees and pricing
Financial planner in Simi Valley, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 6, 2026, Bridge the Gap Retirement Planners charges $250 an hour and a flat or project fee of $1,000-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly financial planning is provided for an hourly rate of $250.”
- Flat or project fee
- $1,000-$12,000
“The annual fee for Ongoing Comprehensive Financial Planning services can range from $1,000 to $12,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bridge the Gap Retirement Planners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be paid in arrears, in equal quarterly installments.”
- “Fees for this service may be directly debited from accounts managed by BTGRP or paid by check, electronic funds or debit/credit card.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the engagement.”
How Bridge the Gap Retirement Planners’ 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.
- Its flat or project fee of $1,000-$12,000 spans the California median of $5,000. 67% of the 796 other California planners that publish a flat or project fee charge less.
About Bridge the Gap Retirement Planners
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- Clients
- 32
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $49,132,037
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316508
- Phone
- (805) 304-9459
Can advise clients in 2 states: Arizona, California
Other planners in Simi Valley that publish fees
- HBW Advisory Services LLCSimi Valley$16-$35/mo
- QmulateSimi Valley$500-$5,000, $100-$300/mo
- Santa Susana Financial, LLCSimi Valley$3,600-$36,000/yr
- Strateon Intelligent Wealth LLCSimi Valley$300/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.