Bradford Financial Services Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$250,680,041
Clients
549
0% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
549
Very HighAverage account size
$456,612
About
Bradford Financial Services Corp advises individuals, corporations and trusts through a mix of portfolio management, financial planning and consulting services. The firm also facilitates brokerage and insurance transactions through its affiliation with a broker-dealer and is able to introduce clients to third‑party investment advisors or wrap/UMA programs.
The firm’s advice is delivered via consultations that produce an agreed asset‑allocation strategy and may be managed on a discretionary or non‑discretionary basis; investment implementations can include individual equities, mutual funds, ETFs, fixed income, options and margin positions. The adviser uses a combination of charting, fundamental and technical analysis, employs the Vision2020 advisor‑managed portfolios and UMA tools on its platform, and reviews accounts at least quarterly.
What is distinctive is the firm’s structure: it operates with a single advisor responsible for a relatively large client base and assets under management, and the adviser is dually registered as a broker‑dealer representative and licensed insurance agent. Those affiliations mean the firm combines fee‑based advisory services with the ability to sell commissionable and insurance products, has experienced recent broker‑dealer platform consolidations that affected billing practices, and discloses occasional non‑cash due‑diligence or conference benefits.
Client services
Expertise
Fee options
Financial plan fees ranging from $375 to $1,000 depending on complexity
$0 - $250,000: 1.250% $250,000 - $1,000,000: 1.200% $1,000,000 - $2,000,000: 1.150% $2,000,000 - $25,000,000: 1.050% $25,000,000+: 0.800%
Commissions from products sold through broker/dealer Osaic Wealth, Inc.
$250 per hour
Fee-only: Hourly rate of $250 per hour; Fixed fees for financial planning ranging from $375 to $1,000
Main office location
Bradford Financial Services Corp
Tarpon Springs FL, United States
Number of offices
2
Most active in
Florida · Massachusetts · New Hampshire · 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 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.
Is not active or affiliated with:
-
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.
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")