Advisor at Bridge Financial Planning, LLC
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Firm
Bridge Financial Planning, LLC
Location
Valparaiso, IN
Credentials
CFP®, Series 66
Industry experience
7 years
Justin Mccurdy is a CFP® professional with seven years of industry experience, currently serving at Bridge Financial Planning, LLC since 2022. Prior to this, he worked at HighTower Securities, LLC and HighTower Advisors LLC from 2018 to 2022. His background also includes roles at the ND Deloitte Center for Ethical Leadership and Riverbend Cancer Services. Bridge Financial Planning serves individuals, charitable organizations, corporations, and business owners, providing investment management alongside comprehensive and project-based financial planning. The firm offers retirement-plan advisory and business-focused planning services, with investment management delivered through tailored discretionary portfolios that incorporate tax and liquidity considerations and utilize third-party sub-advisers and model strategies.
Based on Bridge Financial Planning, LLC
Based on Bridge Financial Planning, LLC
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.
Valparaiso, IN
Indiana
Bridge Financial Planning, LLC
2022 - Present (4 years)
HighTower Securities, LLC
2018 - 2022 (4 years)
HighTower Advisors LLC
2018 - 2022 (4 years)
ND Deloitte Center for Ethical Leadership
2017 - 2017 (1 year)
Riverbend Cancer Services
2017 - 2017 (1 year)
University of Notre Dame
2014 - 2018 (4 years)
High School District 230
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
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Dunes Financial provides financial planning and investment management for hardworking professionals age 50+ looking to create a retirement income plan so they can - 🫸Stop focusing on their investment accounts everyday knowing their investments have guardrails in place 🫸Stop second-guessing or putting your head in the sand around Social Security & Medicare decisions 🫸Stop feeling unsure about your annual taxes or worrying you may have a big bill every April 🫸Stop sifting through conflicting advice online knowing you have a personalized plan Through implementation of - 👉 A retirement readiness assessment & comprehensive financial plan 👉 Balanced investment management process with income guardrails 👉 Annual tax review and strategy Knowing what’s important to you and making sure everything we do is in alignment with your values is my #1 goal. The firm's core values include transparency, clarity, timeliness, and a client-first approach.
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