Bridgeworth Wealth Management

Financial Advisor in Birmingham, AL

Firm Info
Address: 101 25th St N suite 100, Birmingham, AL 35203, USA
Phone: (205) 208-8700

Firm Size
Assets Under Management: $2.2 billion
# of Advisors: 61
# of Clients: 5,358
Client to Advisor Ratio: 88:1
Average Account Size: $417,695
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Bridgeworth Wealth Management Overview

BRIDGEWORTH WEALTH MANAGEMENT is a fee-only registered investment advisory firm headquartered in Birmingham, AL. The firm has been in business since 2012 and exclusively offers investment advice to its clients. Their services include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisors, publication of periodicals or newsletters, educational seminars, workshops, and financial consulting. As a fee-only firm, BRIDGEWORTH WEALTH MANAGEMENT works on a transparent business model, and clients can trust that their financial advice is not influenced by commissions or other hidden fees. The firm prioritizes the client's best interests, offering them unbiased financial advice and guidance tailored to their individual goals and objectives. With a team of experienced advisors and a comprehensive range of financial services, BRIDGEWORTH WEALTH MANAGEMENT empowers clients to achieve both their short-term and long-term financial goals. Whether it's planning for retirement, investing in the stock market, or designing a portfolio for their small business, clients can rely on BRIDGEWORTH WEALTH MANAGEMENT for professional, trustworthy, and effective financial advice.

BRIDGEWORTH WEALTH MANAGEMENT caters to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. Irrespective of their unique financial needs, the firm endeavors to provide exceptional services, customized to meet their specific investment goals. With a keen eye for detail and a wealth of experience in the field of wealth management, the firm is well-positioned to offer reliable investment solutions that meet and surpass client expectations. BRIDGEWORTH WEALTH MANAGEMENT has an array of flexible fee structures available depending on the services provided. Clients can opt for percentage AUM, hourly, or fixed fees. Percentage of AUM is a fee structure where clients are charged a percentage of the total assets under management. Hourly fees entail billing clients based on the time spent providing investment services, while fixed fees are charges levied upfront for a specific service. Clients can choose the fee structure that best suits their investment needs and budget. The firm is committed to providing transparent and competitive pricing to its clients, endeavoring to deliver value that exceeds their expectations.

Typical Clients, Fee Structures & Investment Minimum

According to Bridgeworth Wealth Management's Part 2 Brochure, the minimum household balance for their Investment Management services is $500,000. Stand-alone financial plans have a minimum fee of $5,000, while the minimum eligibility for the PCG program is $3 million or higher of investable assets managed by Bridgeworth. The minimums may be waived or reduced at the advisers' discretion. The Robo-Advisor Programs have an account balance minimum of $5,000, and clients utilizing Schwab's platform are assessed a $10 quarterly fee per account. TPMMs may have minimums, but clients should refer to the TPMMs ADV Brochure for information on minimums.

How This Office Can Help Birmingham, AL Residents

Bridgeworth Wealth Management is a wealth management firm that assists clients in Birmingham, AL with a range of financial concerns. The company offers a comprehensive range of financial planning services, including investment management, retirement planning, estate planning, and tax planning. These services are tailored to the unique needs of each client, and are designed to help clients achieve their long-term financial goals. For individuals living in Birmingham, AL, Bridgeworth Wealth Management provides valuable guidance and support on a range of financial issues. For example, many individuals in the area may be concerned about retirement savings and planning, as they approach retirement age. The firm’s retirement planning services can help clients determine how much they need to save in order to maintain their standard of living in retirement, and develop a comprehensive plan to achieve their goals. Additionally, many clients in Birmingham may be small business owners, and Bridgeworth Wealth Management can provide guidance on a range of issues related to business ownership, such as tax planning, investment management, and risk management.

To view the Minimum Investment and Fee Schedule for Bridgeworth Wealth Management, visit their Part 2 Brochure.

Services Offered by Bridgeworth Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Bridgeworth Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 101 25th St N suite 100, Birmingham, AL 35203, USA
Phone (205) 208-8700
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–3 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Bridgeworth Wealth Management is registered to service clients in the following states:

  • Alabama
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Kentucky
  • Louisiana
  • Maryland
  • Mississippi
  • Nebraska
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia

Disciplinary History

Bridgeworth Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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