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Bradley Wealth Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,000,000
Total clients
25
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$280,000
About
Bradley Wealth Group provides investment management and comprehensive financial planning to individual and high‑net‑worth clients. The firm operates on a fee‑only, percentage‑of‑assets model and delivers services that include portfolio management, retirement and tax planning, estate planning, college‑savings advice, and business/employee benefits consulting.
The adviser develops individualized investment policies and asset‑allocation targets, employing a mix of passive and active strategies, fundamental analysis, and mutual fund/ETF selection to manage portfolios on a primarily discretionary, long‑term basis. Clients receiving investment management also receive financial planning at no additional cost, and the firm offers ongoing planning engagements and accepts written client‑imposed investment restrictions.
Notable differences from many peers are its boutique scale and recent formation in 2025 — the firm manages roughly $7 million for about 25 clients — and its custody requirement that client accounts be held on Charles Schwab’s institutional platform. The firm does not aggregate (block) trades across client accounts and generally relies on custodian statements rather than producing separate performance or holdings reports to clients.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Fee-only: Ongoing Financial Planning fixed fee ranging from $0 to $1,000 per quarter, negotiable based on client needs and complexity
Main office location
Bradley Wealth Group, LLC
Atlanta GA, United States
Number of offices
1
Most active in
Bradley Wealth Group, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Georgia
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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