Bridgford Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bridgford Wealth Advisory provides discretionary wealth management and financial planning to individuals, high‑net‑worth individuals, trusts and estates. Portfolios are typically constructed from low‑cost, diversified mutual funds and exchange‑traded funds, with individual stocks, bonds or options used when appropriate to meet client objectives.
The firm’s investment process relies on fundamental analysis and a primarily long‑term horizon, with ongoing monitoring and adjustments for rebalancing, tax considerations, or changes in client circumstances. Client relationships are individualized—clients may place reasonable restrictions on holdings—and the firm applies an internal due‑diligence process before recommending or reallocating positions.
Notably for a small, supported firm managing roughly $15 million for about 40 clients across a two‑advisor team, Bridgford reports serving state and municipal government clients, a client type that is uncommon among peers. The firm also discloses that a principal is engaged in a concurrent congressional campaign and maintains a team‑based coverage model and written internal firewalls to mitigate potential conflicts from outside political activities.
Client services
Expertise
Fee options
$200 per hour for financial planning and consulting services, negotiable
Fee-only: Financial planning and consulting services at $200 per hour, negotiable
Main office
1800 3rd Ave., Suite 411
Rock Island IL 61201
Advisors at this office
2
Most active in
Florida · Illinois · Texas
Also doing business as
Bridgford Wealth Advisory LLC · Bridgford Wealth Advisory, LLC
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:
-
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.
Forms ADV
Advisors at this firm
Michael B
Series 63, Series 65
Rock Island, IL
Bridgford Wealth Advisory, LLC
Michael Bridgford is a financial advisor at Bridgford Wealth Advisory, LLC in Rock Island, IL, holding Series 63 and Series 65 credentials with three years of industry experience. He has worked at Bridgford Wealth Advisory since 2022 and also operates Michael Bridgford Consulting, a non-investment related consulting business. Bridgford Wealth Advisory serves individuals, high-net-worth clients, trusts, estates, and state or municipal government clients, managing approximately $14.6 million across 43 client relationships. The firm provides discretionary wealth management and comprehensive financial planning, primarily using low-cost, diversified mutual funds and ETFs, with a long-term investment approach tailored to client goals and risk tolerance.
Scott B
Series 66
Rock Island, IL
Bridgford Wealth Advisory, LLC
Scott Bridgford is a Series 66-licensed financial advisor with 26 years of industry experience. He is the principal of Bridgford Wealth Advisory, LLC in Rock Island, IL, where he has worked since 2017. Prior to that, he was with Stonefield Investment Advisory and Cetera Advisors LLC. Outside of advising, he is the owner of Scott Bridgford Farms, a contract farming operation. Bridgford Wealth Advisory serves individuals, high-net-worth clients, trusts, estates, and some municipal government clients. The firm provides discretionary wealth management and comprehensive financial planning, typically using low-cost mutual funds and ETFs, and operates as a fiduciary with a long-term, fundamental investment approach.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")