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BRIDGE FINANCIAL PLANNING, LLC

· CRD 174840 · IAPD ↗ · 423-933-2722

$100.4MRegulatory AUM
2Advisory reps
2Employees
9Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — BRIDGE FINANCIAL PLANNING, LLC now reports custody of client assets ($30.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2025 — BRIDGE FINANCIAL PLANNING, LLC (location n/a) is newly SEC-registered with $93.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.