Newbridge Wealth Management fees and pricing
Financial planner in Bryn Mawr, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 4, 2026, Newbridge Wealth Management charges an annual fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500-$10,000/yr
“The fee typically ranges from $500 to $10,000 per annum.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Newbridge Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “It is paid in four equal installments in advance, and in some cases in arrears, (every three months) during the year.”
- “In some cases, the minimum AUM threshold will be waived, and in very limited cases, if requested by the client, we will also bill this fee in arrears.”
- “Thereafter, they may cancel their Agreement at any time by giving the firm thirty (30) days written notice, in which case we refund any unused, pro rata fee to them.”
How Newbridge Wealth Management’s fees compare
- Its annual fee of $500-$10,000 spans the Pennsylvania median of $6,000. 46% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Newbridge Wealth Management
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2020 (6 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
- 1.25% a year
- Minimum
- No minimum stated in brochure
- Clients
- 150
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $219,500,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169239
- Phone
- (610) 564-8042
Can advise clients in 2 states: Massachusetts, Pennsylvania
Other planners in Bryn Mawr that publish fees
- Earndex, LLCBryn Mawr$100-$30,000, $100-$3,000/mo
- Green Drake Advisors LLCBryn Mawr$150-$1,200/hr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/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.