Fee-only adviser · Tampa, FL
Northbridge Financial Group, LLC
Northbridge Financial Group, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Tampa, Florida. On its latest Form ADV, filed July 24, 2026, it reports $413M in regulatory assets under management, 482 individual clients and 7 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 | 310394 · SEC file 801-119466 |
| Office | 4300 West Cypress Street Meridian Two Building, Suite 370 Tampa, FL 33607 |
| Phone | (813) 877-8000 |
| Website | www.northbridgefg.com |
| Regulatory assets under management | $413M ($373M discretionary) |
| Individual clients | 312 non-high-net-worth, 170 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 24, 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 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 Tampa
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- Cassedy Financial Group, Inc. $248M
See all 43 fee-only advisers in Tampa →
Nearby
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- Lutz 3 firms
- Safety Harbor 2 firms
- Valrico 1 firm
- St. Petersburg 17 firms
- Clearwater 9 firms
- Largo 1 firm
- Palm Harbor 4 firms
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