Bridge Financial Planning, LLC
● SEC registered since 2025CRD 174840SEC# 801-130662
Reg. AUM
$100.4M
Employees
2
Accounts
319
Location
—
Bridge Financial Planning, LLC assets under management
Bridge Financial Planning, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $100.4 million in regulatory assets under management and employs 2 people.
Bridge Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Bryson Harper Control | Principal & Cco | Over 75% | 2015 |
Frequently asked questions
How much does Bridge Financial Planning, LLC manage?
Bridge Financial Planning, LLC reports $100.4 million in regulatory assets under management on its Form ADV.
How many employees does Bridge Financial Planning, LLC have?
Bridge Financial Planning, LLC reports 2 employees.
Does Bridge Financial Planning, LLC disclose fund performance?
Bridge Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 423-933-2722 |
| Office hours | By Appointment |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$100.4M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$100.4Mregulatory AUM
Discretionary $100.4M