Natural Bridges Financial Advisors fees and pricing
Financial planner in Santa Cruz, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 13, 2026, Natural Bridges Financial Advisors charges an annual fee of $12,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $12,000-$50,000/yr
“There are Legacy Clients of the Firm who receive different services under different fee structures that are no longer on offer by the firm. 6 Open Retainer Annual Fee: $12,000 - $50,000 The Annual Fee is payable quarterly, in advance, meaning that the firm invoices the client at the beginning of every three-month…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Natural Bridges Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event that the Firm cannot directly deduct its fee from a client’s account or if a client elects to pay the fee directly, we will invoice the client for the fee as it becomes due and payable.”
- “When clients make payment directly, we accept payment by check, ACH, or credit card.”
- “Clients are entitled to a refund of any fee paid in advance and not earned at the time an advisory contract is terminated.”
How Natural Bridges Financial Advisors’ fees compare
- Its annual fee of $12,000-$50,000 is above the California median of $6,250. 94% of the 224 other California planners that publish an annual fee charge less.
- 2 of the 2 other planners in Santa Cruz that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Natural Bridges Financial Advisors
“Natural Bridges Financial Advisors LLC (“Advisor,” “Firm,” “We”) is a fee-only comprehensive financial planning firm that specializes in providing comprehensive financial planning and investment advisory services to individuals and families.”
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 80
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $155,788,020
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148056
- Phone
- (831) 421-0700
Other planners in Santa Cruz that publish fees
- Fullguards FinancialSanta Cruz$250/hr
- WealthdevsSanta Cruz$250/hr, $499-$10,000
- Wildflower Financial LLCSanta Cruz$400/hr, $600-$2,500/mo
- Wynn Capital Management, LLCSanta Cruz$100-$300/hr, $10,000/yr
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.