Sevenbridge Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$25,000

“SevenBridge offers stand-alone financial planning services for a fixed fee ranging from $5,000 to $25,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

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

How Sevenbridge Financial Group, LLC bills

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

• “Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the retirement plan advisory agreement.”

How Sevenbridge Financial Group, LLC’s fees compare

• Its flat or project fee of $5,000-$25,000 is above the Pennsylvania median of $3,650. 89% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Harrisburg that publish a flat or project fee charge less.

About Sevenbridge Financial Group, LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

401

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$731,061,433

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281037

Website

facebook.com/7bridgefinancial (opens in new tab)

Phone

(717) 775-8661

Can advise clients in 9 states: Colorado, Florida, Maryland, North Carolina, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in Harrisburg that publish fees

• Conrad Siegel Investment AdvisorsHarrisburg$105⁠-⁠$425/hr, $1,000⁠-⁠$100,000
• Retirement Collaborative LLCHarrisburg$300/hr, $750⁠-⁠$1,500
• 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

Compare all 5 planners in Harrisburg