Bridgeview Capital Advisors, Inc. fees and pricing
Financial planner in El Dorado Hills, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 14, 2026, Bridgeview Capital Advisors, Inc. charges $350 an hour and a flat or project fee of $700 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Financial Planning clients will be billed at an hourly rate of $350 per hour and will be provided the amount of hours and total fee in the Advisory Agreement.”
- Flat or project fee
- $700
“There is a minimum fee of $700 for Financial Planning Services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bridgeview Capital Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees on terminated accounts will be refunded on a pro-rata basis according to our de minimis capital contribution and withdrawal amounts reference in the next section.”
- “Third party money managers may charge their fee quarterly in advance, or in arrears.”
- “Under some circumstances, clients may be invoiced for the payment of asset management fees.”
How Bridgeview Capital Advisors, Inc.’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 2 other planners in El Dorado Hills that publish an hourly rate charge less.
- Its flat or project fee of $700 is below the California median of $5,000. 6% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 3 other planners in El Dorado Hills that publish a flat or project fee charge less.
About Bridgeview Capital Advisors, Inc.
“Bridgeview Capital Advisors, Inc. provides investment advisory, financial planning, and tax planning services and has been in business since 1972. We also provide pension consulting services to qualified retirement plans, including 401(k) plans and other employer-sponsored retirement plans.”
- Principal: David N. Waldrop
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1972 (54 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 1.5% a year
- Minimum
- $700 minimum fee (stated in brochure)
- Clients
- 151
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $122,177,138
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 6290
- Phone
- (916) 235-6857
Can advise clients in 2 states: California, Texas
Other planners in El Dorado Hills that publish fees
- Continuum Financial Partners, LLCEl Dorado Hills$260/hr, $975-$19,500
- Larsen Wealth ManagementEl Dorado Hills$1,500-$2,500
- Polaris Capital Management LLCEl Dorado Hills$8,000/yr
- Rossi Financial GroupEl Dorado Hills$2,500-$25,000
- Vortalis Wealth Management LLCEl Dorado Hills$200/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.