Advisor at Bridgford Wealth Advisory, LLC
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Firm
Bridgford Wealth Advisory, LLC
Location
Rock Island, IL 61201
Credentials
Series 63, Series 65
Industry experience
3 years
Michael Bridgford is a financial advisor at Bridgford Wealth Advisory, LLC in Rock Island, IL, holding Series 63 and Series 65 credentials with three years of industry experience. He has worked at Bridgford Wealth Advisory since 2022 and also operates Michael Bridgford Consulting, a non-investment related consulting business. Bridgford Wealth Advisory serves individuals, high-net-worth clients, trusts, estates, and state or municipal government clients, managing approximately $14.6 million across 43 client relationships. The firm provides discretionary wealth management and comprehensive financial planning, primarily using low-cost, diversified mutual funds and ETFs, with a long-term investment approach tailored to client goals and risk tolerance.
Up to 1% annually, fees are negotiable and based on assets under management, complexity, and overall relationship
$200 per hour for financial planning and consulting services
Fee-only: $200 per hour for financial planning and consulting services, fees may be negotiable
1800 3 Rd Ave., Suite 411
Rock Island, IL 61201
Illinois
Bridgford Wealth Advisory, LLC
2022 - Present (4 years)
ICC Texas, LLC
2022 - 2022 (1 year)
ICC Texas, LLC
2021 - 2022 (1 year)
Michael Bridgford Consulting
2020 - Present (6 years)
Industrial and Commercial Contractors
2018 - 2021 (3 years)
Unemployed
2018 - 2018 (1 year)
Colbalt Transport Services
2013 - 2018 (5 years)
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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