Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
19 years
Location
Remote
Bridge Financial Planning, LLC
Supported
Total advisors
2Clients per advisor
47 TypicalAvg AUM per client
$1,066,694 HighHNW client ratio
30% TypicalJennifer Harper is a CFP® and Series 66-licensed advisor with 18 years of industry experience. She has been with Bridge Financial Planning, LLC since 2015 and previously worked at Common Cents Financial Literacy and the University of Tennessee at Chattanooga. Bridge Financial Planning serves individuals, charitable organizations, corporations, and business owners by providing investment management alongside comprehensive and project-based financial planning. The firm offers tailored discretionary portfolios with ongoing monitoring and incorporates educational seminars and business-focused planning services.
Based on Bridge Financial Planning, LLC
Based on Bridge Financial Planning, LLC
Project-Based Financial Planning minimum fee $3,500; Business-Focused Planning fees from $1,500 upfront plus monthly fees ($500 to $1,250), negotiable.
$0 - $1,000,000: 0.95% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.60% annually
Financial Planning hourly fee: $350/hour, negotiable.
Fee-only: Financial Planning hourly fee: $350/hour, negotiable.
Indiana
19 years of industry experience
Bridge Financial Planning, LLC
2015 - Present • 11 years
Chattanooga, TN
Common Cents Financial Literacy
2013 - 2019 • 6 years
Chattanooga, TN
University of Tennessee at Chattanooga
2013 - 2017 • 4 years
Chattanooga, TN
Truist Investment Services, INC.
2008 - 2013 • 5 years
Chattanooga, TN
Raymond James & Associates
2006 - 2008 • 2 years
Hixson, TN
CUNA Brokerage Services, Inc.
2004 - 2005 • 1 year
Hixson, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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