Financial Bridges
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
35
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
35
HighAverage account size
$0
About
Financial Bridges is a California‑registered, sole‑proprietor advisory firm that provides financial planning, investment consultation, and tax preparation services for individual investors and families. The firm offers project‑based or as‑needed engagements rather than ongoing management and does not act as a custodian for client assets.
The adviser’s process begins with an initial interview and document review, followed by written analyses and recommendations across planning areas; when engaged on investments, the firm commonly recommends globally diversified asset allocation grounded in Modern Portfolio Theory and may advise on periodic rebalancing. Financial Bridges does not implement trades for clients and, with written authorization, may be granted view‑only access to client accounts and provide implementation education.
Noteworthy distinctions include the principal’s dual credentials as a licensed CPA and CFP who performs tax preparation within the firm, and the firm’s operational profile of reporting no regulatory assets under management and not providing discretionary portfolio management or custody. The firm’s filing also notes it is not accepting new clients and has discontinued certain previously offered services, which sets it apart from many solo advisory practices.
Client services
Financial planning
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$400 per hour, billed in six-minute increments
Fee-only: $400 per hour, billed in six-minute increments
Main office location
Financial Bridges
Poway CA, United States
Number of offices
1
Most active in
Financial Bridges has reported serving >5 clients in these states in the last 12 months.
California
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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