C
Covered Bridge Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
50
0% high-net worth
Advisors
1
of 1 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
50
HighAverage account size
$0
About
Covered Bridge Financial LLC provides financial planning and investment advisory services to a small client base of 42 clients. The firm’s brochure (see Fees and Compensation) indicates it uses fixed fees for certain services rather than relying primarily on asset-based or hourly billing.
The brochure emphasizes a planning-centered approach, documenting methods of analysis and regular account reviews as the primary ways the firm works with clients. Fixed-fee planning is presented as a core service, framed to support long-term financial objectives rather than transactional product sales.
What is distinctive is the combination of a planning focus with an uncommon fee structure and small scale; the firm explicitly uses fixed fees for services (a rare feature among peers) and highlights financial planning as a principal offering. The brochure also notes that the firm does not act as a private fund adviser or manage pooled private funds, setting it apart from many advisory firms that offer private fund vehicles.
Client services
Financial planning
Fee options
Fixed fees for financial planning services (specific amounts not stated)
Most active in
Covered Bridge Financial LLC has reported serving >5 clients in these states in the last 12 months.
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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