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SEC-registered adviser

B••••• F•••••••• P•••••••• L••

Independent wealth managerCRD 174840SEC 801-130662websiteIAPD
Latest filing May 18, 2026
First filing on the tape Jun 11, 2024 · 5 filings
SEC status approved since Jul 10, 2025
RAUM
$100M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$100M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$50.2M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$100M as of May 18, 2026
Jul 28, 2025$93.3M then
HNW client RAUM$78.1M as of May 18, 2026
Jul 28, 2025$74.4M then
State-registered IARs (5.B.3)2 as of May 18, 2026
Jul 28, 20252 then
Employees (5.A)2 as of May 18, 2026
Jul 28, 20252 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 18, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$50.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
47derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.8MderivedHNW RAUM over HNW clients
Average account
$314,820derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Custody
$30.7M, 36 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$78.1M78%
  • Individuals$22.2M22%
  • Charitable organizations$158,2730.2%
Individual clients
66reported
HNW clients
28reported
Pension plan clients
n/areported
Charitable clients
1reported
Accounts
319reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$30.7M for 36 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
J••••••• B••••• H•••••Certified Financial PlannerCruz Quebrada - DafundoOct 27, 202224 y3
J••••• H••• M••••••Certified Financial PlannerCruz Quebrada - Dafundo Oct 27, 202212 y1
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • H•••••• J•••••••• B••••• · Principal & Ccocontrol
      since 01/2015 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    • , 1 employees
    What changed
    consecutive filings, newest first
    • Accounts · 307 to 319
      Jul 28, 2025 to Feb 10, 2026
    • Corporate clients · 2 to 0
      Jul 28, 2025 to Feb 10, 2026
    • HNW clients · 34 to 28
      Jul 28, 2025 to Feb 10, 2026
    • Individual clients · 56 to 66
      Jul 28, 2025 to Feb 10, 2026
    • Pension plan clients · 5.0 to unset
      Jul 28, 2025 to Feb 10, 2026
    • Assets in custody · unset to 30705647.0
      Jul 28, 2025 to Feb 10, 2026
    • Custody of client assets · false to true
      Jul 28, 2025 to Feb 10, 2026
    • Financial planning clients · 11-25 to 1-10
      Jul 28, 2025 to Feb 10, 2026
    • Discretionary RAUM · $93.3M to $100M
      Jul 28, 2025 to Feb 10, 2026
    • HNW RAUM · $74.4M to $78.1M
      Jul 28, 2025 to Feb 10, 2026
    • Individual RAUM · $18.6M to $22.2M
      Jul 28, 2025 to Feb 10, 2026
    • RAUM · $93.3M to $100M
      Jul 28, 2025 to Feb 10, 2026
    • Accounts · 275 to 307
      Oct 18, 2024 to Jul 28, 2025
    • HNW clients · 24 to 34
      Oct 18, 2024 to Jul 28, 2025
    • Individual clients · 62 to 56
      Oct 18, 2024 to Jul 28, 2025
    • Financial planning clients · 11-25 to 11-25
      Oct 18, 2024 to Jul 28, 2025
    • HQ city · unset to
      Oct 18, 2024 to Jul 28, 2025
    • HQ state · unset to
      Oct 18, 2024 to Jul 28, 2025
    • Discretionary RAUM · $74.0M to $93.3M
      Oct 18, 2024 to Jul 28, 2025
    • HNW RAUM · $62.1M to $74.4M
      Oct 18, 2024 to Jul 28, 2025
    • Individual RAUM · $11.7M to $18.6M
      Oct 18, 2024 to Jul 28, 2025
    • RAUM · $74.0M to $93.3M
      Oct 18, 2024 to Jul 28, 2025
    Signals
    1 dated events
    • B••••• F•••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)
      Jun 11, 2024 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Website
    bridgefinancialplanning.comreportedpublic record, Form ADV, Sep 21, 2026
    Principal office phone
    423-933-2722reportedpublic record, Form ADV, May 18, 2026
    Team page
    bridgefinancialplanning.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $50.2Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026