PlannerFees

Bridgewise Wealth Management fees and pricing

Financial planner in Troy, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 25, 2026, Bridgewise Wealth Management charges $300 an hour, a flat or project fee of $4,995, and a quarterly fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Our hourly rate is $300 for most services but can vary based on the scope of the work being performed.”
Flat or project fee
$4,995
“A full financial plan, including consultations, revisions, and a finalized written plan, is $4,995 per plan but can vary based on the scope of the work, complexity, and nuances of the family’s needs.”
Quarterly fee
$1,000/qtr
“The Firm sets a minimum fee of $1,000 per quarter, which may be waived by the IAR based on the needs of the client and the complexity of the situation.”

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

How Bridgewise Wealth Management bills

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

  • “Our clients also have the option to receive their advisory fee invoice first and send in a check for that quarter by providing written notice to the Firm.”
  • “Clients will be billed in advance each calendar quarter.”
  • “The fee charged on any contributions over $5,000 each month will be prorated based on the number of days remaining in the quarter, divided by the number of days in the full quarter.”

How Bridgewise Wealth Management’s fees compare

  • Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
  • 7 of the 13 other planners in Troy that publish an hourly rate charge less.
  • Its flat or project fee of $4,995 is above the Michigan median of $3,250. 60% of the 137 other Michigan planners that publish a flat or project fee charge less.
  • 8 of the 9 other planners in Troy that publish a flat or project fee charge less.

About Bridgewise Wealth Management

“The Firm provides an array of services, including: 1) Financial Planning, 2) Investment Management Services, and 3) Consulting and Advisory Services, among other offerings.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP® and CPA.
  • Founded: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning

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
2.48% a year
Minimum
$1,000 minimum fee (stated in brochure)
Clients
115
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$35,610,099
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
332837
Website
bridgewisefp.bridgewisefinancialpartners.com (opens in new tab)
Phone
(248) 266-1187

Other planners in Troy that publish fees

Compare all 32 planners in Troy

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.