Bridgelane Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Based Financial Planning Engagements Hourly Financial Planning is offered at an hourly rate of $500 per hour and is billed in 15 minute increments.”

Flat or project fee

$5,000⁠-⁠$20,000

“Ongoing Financial Planning Comprehensive Financial Planning consists of an upfront charge of $5000 - $20,000 based on complexity and needs of the client and an ongoing fee that is paid monthly, in advance, at the rate of $400 - $2,000 per month based on complexity and needs of the client.”

Monthly fee

$400⁠-⁠$2,000/mo

From the same sentence as above.

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

How Bridgelane Financial 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.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Bridgelane Financial’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 29 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$20,000 is above the California median of $5,000. 85% of the 796 other California planners that publish a flat or project fee charge less.
• 27 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Bridgelane Financial

• Principal: Maureen Recker
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 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

3% a year

Clients

4

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$2,333,866

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299091

Website

bridgelanefinancial.com (opens in new tab)

Phone

(415) 370-1710

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Brio Financial GroupSan Francisco$25,000

Compare all 107 planners in San Francisco