Bridge Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$100,269,264
Clients
94
Advisors
2
of 2 employees
About
Bridge Financial Planning serves individual clients — including high-net-worth households — as well as charitable organizations, corporations, and employer plan sponsors. The firm offers discretionary portfolio management alongside comprehensive and project‑based financial planning, business‑focused planning, and retirement‑plan advisory services.
The firm develops individually tailored investment policies and implements portfolios to meet stated objectives and asset‑allocation targets, with ongoing monitoring and at least annual reviews. For some clients it selects independent sub‑advisers or model portfolios to manage portions of accounts and integrates planning recommendations (tax, insurance, estate, and cash‑flow matters) with investment oversight.
According to its Form ADV, the firm reports an atypical principal‑office arrangement that is uncommon among peers and routinely offers educational seminars and speaking engagements, sometimes on a pro bono basis. The brochure also discloses use of third‑party sub‑advisers (including Dimensional Fund Advisors for certain strategies), the firm’s use of AI tools in its processes, and directed‑brokerage practices that may affect trade execution and implementation.
Client services
Expertise
Occupation focus
Fee options
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.
Main office
Valapariso IN
Advisors at this office
1
Most active in
Georgia · Indiana · Tennessee
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.
Quick links
Advisors at this firm
Jennifer H
CFP®, Series 66
Remote
Bridge Financial Planning, LLC
Jennifer 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.
Justin M
CFP®, Series 66
Valapariso, IN
Bridge Financial Planning, LLC
Justin Mccurdy is a CFP® with eight years of industry experience and holds a Series 66 license. He has worked at Bridge Financial Planning, LLC since 2022 and previously spent four years with HighTower Securities, LLC and HighTower Advisors LLC. His background also includes roles at the ND Deloitte Center for Ethical Leadership and Riverbend Cancer Services. Bridge Financial Planning serves individual clients, including high-net-worth households, as well as charitable organizations, corporations, and employer plan sponsors. The firm provides discretionary portfolio management and comprehensive financial planning, developing tailored investment policies and utilizing independent sub-advisers and AI tools in its processes.
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