Bridger Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Services are offered based on an hourly fee of $150 per hour.”

Flat or project fee

$500⁠-⁠$2,500

“Services are offered based on a flat fee of $500 to $2500.”

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

How Bridger Financial Services, LLC bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “Fees for financial plans are due upon delivery of the completed plan.”
• “Investment management fees are billed quarterly in arrears, meaning that we invoice you after the billing period.”

How Bridger Financial Services, LLC’s fees compare

• Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
• None of the 2 other planners in Temecula that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Temecula that publish a flat or project fee charge less.

About Bridger Financial Services, LLC

• Firm size: 2 employees.
• 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

2.5% a year

Clients

182

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$40,170,900

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298563

Website

bridgerfinancialservices.com (opens in new tab)

Phone

(951) 244-6702

Can advise clients in 2 states: California, Virginia

Other planners in Temecula that publish fees

• Amb Financial LLCTemecula$200/hr, $500⁠-⁠$5,000
• Cme Strategic Wealth ManagementTemecula$500⁠-⁠$3,000
• Corcoran Wealth Management LLCTemecula$250/hr, $500⁠-⁠$1,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 10 planners in Temecula