Bridge Financial Planning, LLC

Bridge Financial Planning, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Chattanooga, Tennessee (its office is a private residence, so the street address is not published). On its latest Form ADV, filed May 18, 2026, it reports $100M in regulatory assets under management, 94 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	174840 · SEC file 801-130662
Office	Chattanooga, TN (mailing address; office not published)
Phone	(423) 933-2722
Website	www.bridgefinancialplanning.com
Regulatory assets under management	$100M
Individual clients	66 non-high-net-worth, 28 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	May 18, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Chattanooga

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• Evergreen Advisors, LLC $523M
• The Patten Group, Inc. $725M
• Guardian Wealth Management, LLC $411M
• Wealth Preservation Advisors, LLC $592M
• Acumen Wealth Advisors, LLC $638M

See all 24 fee-only advisers in Chattanooga →

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• Hixson 1 firm
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