Advisor at Bridgewater Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bridgewater Advisory Group LLC
Location
Crystal City, MO 63019
Credentials
Series 66
Industry experience
25 years
Fixed project fees up to $15,000; Annual ongoing financial planning fees up to $15,000.
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Up to $250 per hour for financial planning services.
Fee-only: Investment advisory fees based on asset tiers as above; Financial planning fees hourly up to $250/hour, fixed project fees up to $15,000, annual ongoing fees up to $15,000; Retirement plan advisory fees up to 1.50% annually.
Bridgewater Advisory Group LLC
2023 - Present (3 years)
1413 Carter, LLC
2008 - Present (18 years)
BH20 Ann Street, LLC
2003 - Present (23 years)
Cetera Investment Advisers LLC
2003 - 2023 (20 years)
Bridgewater Properties, LLC
2000 - Present (26 years)
Cetera financial specialists LLC
2000 - 2023 (23 years)
Bridgewater & Associates
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®
Crystal City, MO
Bridgewater Advisory Group LLC
Hi, I’m Ethan, a CERTIFIED FINANCIAL PLANNER™ professional and co-founder of Bridgewater Advisory Group LLC. My passion is helping people align their financial decisions with their personal goals and dreams. At Bridgewater, we focus on empowering you to find the joy possible in every moment by creating financial plans that provide the clarity and confidence to live the life you’ve earned. Our approach is rooted in collaboration. We take the time to understand what matters most to you—your hopes, dreams, and goals—and work alongside you to develop a financial strategy that reflects the life you envision. By helping you step back from the busyness of life, we guide you to think intentionally about your priorities and move forward with a plan that brings meaning, joy, and peace of mind. We specialize in retirement distribution planning, tax planning, and healthy aging support. Our goal is to help you maximize the potential of your assets so you can fully embrace a life that sparks joy. At the same time, we work to help you avoid costly tax mistakes and develop a healthy aging plan that ensures you get the most out of your retirement—both financially and personally.
CFP®, Series 66
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