Covered Bridge Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300⁠-⁠$5,000

“Fixed fee engagements will generally range from $300 to $5,000 based on the expected hours to complete the deliverable[s] for the engagement at the negotiated hourly rate.”

Quarterly fee

$750/qtr

“Clients with a relationship size below the Advisor’s stated minimum will be charged a fixed fee of $750 per quarter until such time as the size of the relationship exceeds the minimum.”

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

How Covered Bridge Financial LLC bills

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

• “The investment advisory fee in the first quarter of service is prorated to 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.”
• “Clients in managed account programs may be billed in advance, pursuant to the terms of the Program Sponsor’s agreement with the Client.”

How Covered Bridge Financial LLC’s fees compare

• Its flat or project fee of $300-$5,000 is below the New Jersey median of $5,000. 27% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Covered Bridge Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2009 (17 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

0.9% a year

Clients

52

Employees

1

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

$40,336,438

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151827

Phone

(908) 439-3969

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

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