Derek Elrod
Derek Elrod is a CFP-designated registered investment advisor at Bridgewealth Advisory Group, LLC, based in Fresno, CA, with 21 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,899 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bridgewealth Advisory Group offers investment management through a wrap fee program. Financial planning is included with the wrap account program and is not charged separately.
Location
986 West Alluvial Ave., Suite 101, Fresno, CA, 93711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Derek is a partner in Elrod Farming, VP at RDJ 1 & 2, and has roles in several other companies including Bridgewealth Advisory Group, LLC where he spends nearly full-time on financial planning. He also receives referral fees from Life Insurance Services, Inc and Annuity Source, and is a life insurance agent for Nichols Financial Strategies Life Insurance.
Employment History
Current Registrations
Bridgewealth Advisory Group, LLC
Apw Capital, INC.Broker
Previous Registrations
Rb Capital Management, LLC
Rb Capital Management, LLC
Sloan Securities CORP.Broker
Gunnallen Financial, INCBroker
State Registrations5 states
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