A complete list of active advisors currently associated with Tooth & Coin Wealth
Warmer can help you find a great advisor at Tooth & Coin Wealth or one who fits your needs even better.
Tooth & Coin Wealth (Bridge to Wealth d.b.a. Tooth & Coin Wealth) is a small independent advisory firm that manages about $22.3 million for roughly 54 clients, serving individuals and some high‑net‑worth clients. The firm provides discretionary portfolio management and a range of financial planning services delivered on project‑based, hourly, or ongoing subscription bases. The firm’s investment approach is grounded in modern portfolio theory and primarily passive management, building asset‑allocation‑driven portfolios using index mutual funds and ETFs while permitting reasonable client‑imposed restrictions. Financial planning work addresses retirement, tax considerations, cash‑flow, estate, insurance, and goal‑setting, with accounts reviewed regularly and recommendations tailored to individual circumstances. Two offerings that are uncommon among peers are regular educational seminars and speaking engagements (sometimes provided pro‑bono) and pension consulting for employer retirement plans. The firm combines CFP® and CPA expertise within a solo‑practitioner model and can provide retirement‑plan advisory services that include vendor analysis, participant education, and ERISA fiduciary/oversight support.
To learn more about the advisors currently working at Tooth & Coin Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Corinth, TX
| 5
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")