Bradley Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bradley Wealth Group serves individual and high‑net‑worth clients with discretionary investment management, comprehensive financial planning, and retirement‑plan participant advice for employer‑sponsored plans. The firm operates on a fee‑only basis and offers planning services that cover business planning, cash‑flow and debt management, estate and tax planning, insurance review, and college and retirement planning.
As a fiduciary, the firm implements client plans using asset‑allocation targets and a mix of passive and active investments informed by fundamental and mutual fund/ETF analysis, generally with a long‑term orientation while permitting short‑term trades when appropriate. Clients grant the firm limited discretionary authority for trading, and accounts are maintained on an institutional platform the firm requires for custody and trade execution; trades are executed on an individual account basis rather than through aggregated block trading.
Noteworthy operational features include its explicit fee‑only model with no acceptance of commissions or third‑party sales compensation and a requirement that clients custody assets at its chosen institutional custodian. The firm is recently established and modest in scale with a small client base, and it also provides retirement plan participant services through KPlan Connect — an offering and custody requirement that distinguish it from many peers.
Client services
Expertise
Demographic focus
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Fee-only: Ongoing financial planning fees range from $0 to $1,000 per quarter, fixed fee, negotiable and paid quarterly in arrears
Main office
Atlanta GA
Advisors at this office
1
Most active in
California · Florida · Georgia
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.
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