Bridge To Wealth LLC fees and pricing

Published fees

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

Hourly rate

$200/hr

“Financial Planning engagements are offered at an hourly rate of $200.”

Flat or project fee

$495⁠-⁠$2,995

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $495 - $2,995 depending on complexity and needs of the client and an ongoing fee that is paid monthly, in arrears, at the rate of $200 - $1200 per month depending on complexity and needs of the client.”

Monthly fee

$200⁠-⁠$1,200/mo

From the same sentence as above.

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

How Bridge To Wealth LLC bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Bridge To Wealth LLC’s fees compare

• Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $495-$2,995 is below the Texas median of $3,850. 19% of the 401 other Texas planners that publish a flat or project fee charge less.

About Bridge To Wealth LLC

• Principal: Joseph Rugger
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

Highest asset based fee in brochure

3% a year

Clients

54

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$22,304,030

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317202

Website

bridgetowealthllc.com (opens in new tab)

Phone

(214) 592-1084

Can advise clients in 5 states: Arkansas, Louisiana, Pennsylvania, Tennessee, Texas

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

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