Fee-only adviser · Harrisburg, PA
Sevenbridge Financial Group, LLC
Sevenbridge Financial Group, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Harrisburg, Pennsylvania. On its latest Form ADV, filed September 14, 2026, it reports $731M in regulatory assets under management, 401 individual clients and 3 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 | 281037 · SEC file 801-106522 |
| Office | 3401 North Front Street Suite 301 Harrisburg, PA 17110 |
| Phone | (717) 775-8661 |
| Website | sevenbridgefinancial.com |
| Regulatory assets under management | $731M |
| Individual clients | 262 non-high-net-worth, 139 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 14, 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 Harrisburg
- Conrad Siegel Investment Advisors $12.1B
- Econ Wealth Management $232M
- Retirement Collaborative LLC $45M
- Fischer Financial Services Inc $636M
See all 5 fee-only advisers in Harrisburg →
Nearby
- Lemoyne 3 firms
- Camp Hill 3 firms
- New Cumberland 1 firm
- Hummelstown 1 firm
- Mechanicsburg 4 firms
- Hershey 2 firms
- New Bloomfield 1 firm
- Palmyra 1 firm
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