Bridgford Wealth Advisory, LLC fees and pricing
Financial planner in Rock Island, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 20, 2026, Bridgford Wealth Advisory, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Financial Planning and Consulting Services Bridgford offers stand-alone financial planning and consulting services on an hourly basis at a rate of $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bridgford Wealth Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees include both investment management and financial services and are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Bridgford Wealth Advisory, LLC’s fees compare
- Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
About Bridgford Wealth Advisory, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2017 (9 years).
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% a year
- Clients
- 42
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $15,044,845
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290871
- Phone
- (309) 743-1150
Other planners in Illinois that publish fees
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Ameribanc CorporationHoffman Estates$500/hr, $250-$5,000
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.