Bond Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bond Financial Planning is an independent, single-advisor registered investment adviser that offers discretionary investment management and financial planning for individuals and high-net-worth clients. Like many independent firms, it provides portfolio management for individual accounts and typically charges advisory fees based on assets under management.
The firm pursues a primarily long-term, fundamental-analysis approach and constructs portfolios largely from ETFs and mutual funds while occasionally using individual stocks, bonds, or options; it may retain legacy positions and rebalance or trade short-term when client objectives or market conditions warrant. Bond Financial also offers standalone and ongoing financial planning engagements and conducts regular account reviews as part of its wealth management services.
Noteworthy aspects disclosed in the brochure include that the firm is newly formed and reported no assets or clients in its initial filing, and the principal maintains substantial outside employment as an engineer (about 80% of monthly time), which the firm says could limit capacity and lead it to cap client relationships. The firm also participates on the Altruist institutional platform and receives software and support benefits from that custodian relationship, a potential conflict the brochure identifies and describes mitigation measures for.
Client services
Expertise
Occupation focus
Fee options
Fixed fee engagements range from $2,400 to $30,000; ongoing financial planning fees range from $600 to $7,500 per quarter
$250,000 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.25% annually $10,000,001+: Negotiable
$300 per hour
Account minimum: $250,000 (may be waived at Advisor's sole discretion)
Main office
Hampton VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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