Bridge to Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bridge to Wealth LLC serves individuals and high-net-worth clients and also provides advisory services to employer-sponsored retirement plans. The firm offers discretionary portfolio management, project-based and ongoing financial planning, retirement-plan consulting, and occasional educational seminars and speaking engagements.
The firm’s investment approach emphasizes Modern Portfolio Theory and primarily uses passive investment management, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ asset-allocation targets and tax considerations. Client relationships include regular reviews, personalized investment policies, and the ability for clients to impose reasonable restrictions on investments.
Compared with many solo independent advisers, Bridge to Wealth provides pension consulting and retirement-plan services that can include ERISA fiduciary oversight, vendor analysis, participant education, and plan setup and administration. The firm’s leadership holds CFP® and CPA credentials and continues to provide accounting services outside the advisory business, which informs its focus on employee-benefit optimization and financial education (including seminars sometimes offered pro bono).
Client services
Expertise
Fee options
Project-Based Financial Planning fee ranges from $500 to $5,000
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$200 per hour
Ongoing Comprehensive Financial Planning monthly fee ranges from $200 to $1,200
Main office
Corinth TX
Advisors at this office
1
Most active in
Arkansas · Louisiana · Pennsylvania · Tennessee · Texas
Also doing business as
Bridge To Wealth · Bridge To Wealth LLC · Tooth & Coin Wealth · Tooth And Coin Wealth
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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