Fee-only adviser · Simi Valley, CA
Bridge the Gap Retirement Planners
Bridge the Gap Retirement Planners is a fee-only investment adviser registered with the securities regulators of Arizona, California, with its main office in Simi Valley, California. On its latest Form ADV, filed July 6, 2026, it reports $49M in regulatory assets under management, 32 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 | State-registered: Arizona, California |
|---|---|
| Firm CRD number | 316508 |
| Office | 2655 First Street, Suite 250 Simi Valley, CA 93065 |
| Phone | (805) 304-9459 |
| Website | www.btgretirementplanners.com |
| Regulatory assets under management | $49M |
| Individual clients | 12 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 6, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Simi Valley
- Qmulate $6.0M
- Ai Financial, Inc. $6.0M
- Pacific Investment Advisors, LLC $26M
- Tortuga Advisers LLC $564M
- The Simple Investor's Guide, LLC $13M
See all 6 fee-only advisers in Simi Valley →
Nearby
- West Hills 1 firm
- Moorpark 1 firm
- Canoga Park 1 firm
- Thousand Oaks 13 firms
- Woodland Hills 11 firms
- Agoura Hills 2 firms
- Calabasas 6 firms
- Valencia 3 firms
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