Financial Bridges fees and pricing
Financial planner in Poway, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 20, 2026, Financial Bridges charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our fees are $400 per hour, billed in six (6) minute increments with a partial increment treated as a whole.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Bridges bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance of fees due are payable immediately upon our presentation of the plan or advice to you or your legal agent.”
- “Clients will be provided with an invoice with payment required, as described above.”
- “Should the 6 client terminate the engagement after this date, the client is responsible and will be invoiced for any time spent by the advisor in the preparation of their plan or advice.”
How Financial Bridges’ fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Financial Bridges
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135591
- Phone
- (858) 486-0100
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
Is something on this page wrong or out of date?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.