Bird Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$144,206
Clients
3
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$48,069
About
Bird Financial Group provides financial planning and portfolio management primarily for individual clients, offering services that include retirement, tax, estate, and education planning, plus both traditional investment management and a dedicated digital asset advisory program. The brochure reports $144,206 in assets under advisement and a very small client base of three, and the firm accepts both discretionary and non-discretionary accounts.
The firm uses model portfolios reviewed at least quarterly and applies a mix of long-, medium-, and short-term strategies, with access to equities, ETFs, fixed income, options, and margin where appropriate; it also uses RightCapital for collaborative, digital-first financial planning and ongoing plan simulations. For digital assets, BFG provides non-custodial advisory services with self-custody solutions, offers read-only portfolio oversight, and conducts monthly reviews of digital asset holdings.
What is distinctive about Bird Financial is its emphasis on client education and public outreach—offering complimentary webinars and publishing periodicals and newsletters on financial topics—services the firm makes freely available to clients and the general public. It also advertises sub‑advisory arrangements and use of specialist digital-asset platforms (including L1.co for sub-advised accounts) despite its small reported asset base, a combination that is less common among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Digital asset advisory
Expertise
Options & derivatives strategies
Fee options
Negotiated flat fee up to $6,000 per month for portfolio management and digital asset advisory services
$0+: 0.75% annually (maximum) for traditional portfolio management $0+: 0.60% annually (maximum) for digital assets advisory $0+: 0.20% annually for sub-advisory digital asset management
$150 per hour for financial planning (negotiable)
Fee-only: Financial planning at $2,500 initial, $250 monthly, or $150 per hour (all negotiable)
Main office location
Bird Financial Group LLC
3045 N. 35 Th Street
Philadelphia PA 19132-1818, United States
Number of offices
1
Most active in
Bird Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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