Wealthbridge Capital Management, LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“Divorce Financial Analysis WealthBridge Capital d/b/a Novel Divorce Financial Solutions generally provides divorce financial analysis services at an hourly rate of $300.”

Annual fee

$3,000/yr

“Clients receiving paid divorce financial analysis services are required to pay an initial retainer of $3,000, which is applied against fees and costs incurred in connection with the engagement.”

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

How Wealthbridge Capital Management, LLC bills

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

• “Fees for Advisory Services 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.”
• “Schwab Institutional Intelligent Portfolios Schwab Institutional Intelligent Portfolios are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”

How Wealthbridge Capital Management, LLC’s fees compare

• Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Westerville that publish an hourly rate charge less.
• Its annual fee of $3,000 is below the Ohio median of $5,000. 29% of the 79 other Ohio planners that publish an annual fee charge less.
• 1 of the 2 other planners in Westerville that publish an annual fee charge less.

About Wealthbridge Capital Management, LLC

• Firm size: 7 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 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

1.5% a year

Clients

457

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$709,717,823

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

298254

Website

linkedin.com/company/wealthbridge-capital-management (opens in new tab)

Phone

(614) 591-4515

Can advise clients in 12 states: California, Colorado, Florida, Georgia, Illinois, Louisiana, Michigan, New Hampshire, New York, Ohio, Pennsylvania, Texas

Other planners in Westerville that publish fees

• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Harding Financial GroupWesterville$500/hr, $3,500⁠-⁠$7,000
• Peters Wealth GroupWesterville$500/hr, $10,000/yr
• Shaffer CapitalWesterville$300/hr, $500
• Young Financial Planning LLCWesterville$300/hr

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