Tiverton Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“The fee for the Initial Planning Engagement is a flat fee ranging from $500 to $10,000.”

Monthly fee

Up to $1,250/mo

“Ongoing Subscription Fee Upon completion of the Initial Planning Engagement, or at the commencement of the relationship where the Initial Planning Engagement fee has been waived, and where the Client executes a new advisory agreement for ongoing services, the fee for the Ongoing Subscription is a flat monthly fee…”

Annual fee

Up to $15,000/yr

From the same sentence as above.

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

How Tiverton Wealth bills

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

• “Fees are negotiable and are mutually agreed upon with the Client, and set forth in the advisory agreement, before Tiverton begins work.”
• “Those Clients pay by electronic funds transfer, credit or debit card, or check as described under Fee Payment below.”
• “The fee is payable at the commencement of the engagement.”

How Tiverton Wealth’s fees compare

• Its flat or project fee of $500-$10,000 spans the Texas median of $3,850. 59% of the 401 other Texas planners that publish a flat or project fee charge less.
• 6 of the 9 other planners in The Woodlands that publish a flat or project fee charge less.
• Its annual fee of up to $15,000 spans the Texas median of $6,000. 58% of the 106 other Texas planners 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 Tiverton Wealth

• Principal: Alexander Bridges
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339410

Website

tivertonwealth.com (opens in new tab)

Phone

(281) 865-8858

Other planners in The Woodlands that publish fees

• Anchored WealthThe Woodlands$400/hr
• Assurance Wealth ManagementThe Woodlands$1,500⁠-⁠$2,500
• Awm Financial Services Inc.The Woodlands$1,000/hr
• Cooksen Wealth, LLCThe Woodlands$2,500⁠-⁠$5,000
• Diamond Client Group, LLCThe Woodlands$2,500⁠-⁠$100,000, $250⁠-⁠$8,000/mo
• HFG Wealth Management, LLCThe Woodlands$400/hr

Compare all 24 planners in The Woodlands