BRIDGE FINANCIAL PLANNING, LLC

BRIDGE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 174840). Regulatory assets under management: $100.4M.

Registration

• CRD: 174840
• SEC file number: 801-130662
• Type: Registered investment adviser
• Phone: 423-933-2722
• Latest filing: 2026-05-18
• Regulatory AUM: $100.4M
• Discretionary AUM: $100.4M
• Clients: 2
• Accounts: 319

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174840 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search