Bridger Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,170,900
Clients
182
12% 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
182
Very HighAverage account size
$220,719
About
Bridger Financial Services manages about $40.17 million for roughly 182 individual and high-net-worth clients and offers fee-based financial planning and discretionary portfolio management. The firm provides ongoing asset management, written financial plans, and access to third‑party platforms (including Orion and AssetMark) as part of its services.
Portfolios are constructed around each client’s stated goals, time horizon and risk tolerance, with Bridger typically exercising discretionary trading authority while allowing clients to impose written investment restrictions. The firm may allocate assets to sub‑advisors or model-based strategies, conducts periodic (generally quarterly) account reviews, and delivers financial plans within about 30 days when engaged.
Distinctive features noted in the brochure include an affiliated insurance practice: a managing member maintains an insurance business and may offer insurance products separately, a relationship disclosed as a potential conflict of interest. Bridger also regularly offers public educational seminars and workshops and does not vote client proxies (clients receive and vote their own proxies), practices that are less common among similar supported firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Fee options
Financial planning fixed fees range from $500 to $2,500.
$0 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.85% Over $3,000,001+: Negotiable
Financial planning hourly fee of $150 per hour.
Account minimum: No minimum for direct clients; AssetMark Platform minimums generally $25,000-$50,000 for Mutual Fund accounts, $25,000 for ETF accounts, and $50,000 to $500,000 for Privately Managed and Unified Managed Accounts depending on strategy. Fee-only: Financial planning hourly fee of $150/hour; Fixed fee for financial planning from $500 to $2,500.
Main office location
Bridger Financial Services, LLC
27420 Jefferson Ave, Suite 104 A
Temecula CA 92590, United States
Number of offices
3
Most active in
Bridger Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas · Virginia
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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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