PlannerFees

Three Bridge Wealth Advisors fees and pricing

Financial planner in Los Altos, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Three Bridge Wealth Advisors charges $350 an hour, a flat or project fee of $2,500⁠-⁠$50,000, and an annual fee of $25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Our hourly fee ranges between $350-500.”
Flat or project fee
$2,500⁠-⁠$50,000
“Flat fees generally range from $2,500 - $50,000.”
Annual fee
$25,000/yr
“Our firm usually requires a minimum annual fee of $25,000 for all types of advisory relationships.”

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

How Three Bridge Wealth Advisors bills

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

  • “Our firm’s fees are billed on a pro-rata annualized basis quarterly in arrears based upon the average daily balance of the assets in the previous quarter.”
  • “Fees are generally negotiable and will be deducted from your managed account.”
  • “The financial statements associated with certain illiquid securities are audited no less than annually, and valuation adjustments resulting from the audits are reflected in subsequent fee invoices.”

How Three Bridge Wealth Advisors’ fees compare

  • Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Los Altos that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$50,000 spans the California median of $5,000. 95% of the 796 other California planners that publish a flat or project fee charge less.
  • 4 of the 4 other planners in Los Altos that publish a flat or project fee charge less.
  • Its annual fee of $25,000 is above the California median of $6,250. 92% of the 224 other California planners that publish an annual fee charge less.

About Three Bridge Wealth Advisors

  • Firm size: 10 employees.
  • Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Charitable giving

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% a year
Minimum
$25,000 minimum fee (stated in brochure)
Clients
71
Employees
10
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, and selecting other advisers
Assets managed
$1,045,756,051
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
150460
Website
threebridgewa.com (opens in new tab)
Phone
(650) 433-3500

Can advise clients in 3 states: California, Colorado, Texas

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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.