Bridgford Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,044,845
Total clients
42
26% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
21
Average account size
$358,211
About
Bridgford Wealth Advisory provides discretionary wealth management and financial planning to individuals, high-net-worth individuals, trusts and estates, and—uncommonly for firms of its size—also reports serving state and municipal government clients. The firm manages $15,044,845 in client assets for roughly 42 clients through a two-advisor team and offers portfolio construction, ongoing supervision, and written financial plans when requested.
The firm’s investment process emphasizes fundamental analysis and a primarily long-term orientation, building diversified portfolios with low-cost mutual funds and ETFs while occasionally using individual stocks, bonds or options to address specific client needs. Bridgford conducts internal due diligence, sets strategic asset allocations based on client goals and risk tolerance, and monitors accounts continuously with formal reviews at least annually, rebalancing or trading as needed for tax, cash-flow or risk-management reasons.
Notable features include the small advisor-to-client ratio implied by its two-advisor team and modest AUM, which the firm cites as supporting continuous personal client contact and customized oversight. Bridgford operates as a fee-only advisor, uses an institutional custody platform that provides technology and other support to the firm (a disclosed potential conflict), deducts advisory fees directly from client accounts, and leaves proxy voting decisions to clients.
Client services
Expertise
Fee options
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
Main office location
Bridgford Wealth Advisory, LLC
1800 3 Rd Ave., Suite 411
Rock Island IL 61201, United States
Number of offices
2
Most active in
Florida · Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")