Bridgewealth Advisory Group, LLC fees and pricing
Financial planner in Fresno, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Bridgewealth Advisory Group, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The maximum hourly fee to be charged will not exceed $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bridgewealth Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The agreement ends upon delivery of the financial plan or consultation and no additional deliverables are provided unless the client requests an updated financial plan in the future.”
- “Our Retirement Plan Consulting services are billed on a fee based on the percentage of plan assets.”
- “Our fees are negotiable at our discretion.”
How Bridgewealth Advisory Group, LLC’s 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.
- 3 of the 10 other planners in Fresno that publish an hourly rate charge less.
About Bridgewealth Advisory Group, LLC
“Our firm provides standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Principal: Derek Elrod
- Firm size: 10 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 1.75% a year
- Clients
- 723
- Employees
- 10
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $868,922,370
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 293514
- Phone
- (559) 432-6100
Can advise clients in 8 states: Arizona, California, Idaho, Louisiana, New Hampshire, Oregon, Texas, Washington
Other planners in Fresno that publish fees
- Artizan WealthFresno$200-$500/hr, $1,500-$50,000
- Coffeehouse CapitalFresno$300/hr, $1,000-$15,000
- Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000-$5,000
- Lyon Restaurant AdvisoryFresno$300/hr, $1,000-$5,000
- Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr
- Plan FinancialFresno$200/hr, $245-$4,000
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.