AB
CFP · ChFC
AB
CFP · ChFC

Alexander Bridges

7 Years of Experience
The Woodlands, TX

Alexander Bridges is a CFP, ChFC-designated registered investment advisor at Tiverton Wealth, based in The Woodlands, TX, with 7 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $800K1.00%
$800K - $2.0M0.75%
$2.0M - $5.0M0.65%
$5.0M - $10.0M0.55%
$10.0M - $20.0M0.45%
$20.0M - $25.0M0.35%
$25M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2001 Timberloch Place #500, The Woodlands, TX, 77380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alexander works as a financial planner under Tiverton Wealth, a DBA for his LPL business, since January 2025. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Tiverton Wealth
February 2026 - Present · 3 mos
Previous Registrations
LPL Enterprise, LLC
January 2025 - March 2026 · 1 yr 2 mos
LPL Enterprise, LLCBroker
January 2025 - March 2026 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
February 2022 - December 2024 · 2 yrs 10 mos
Ameriprise Financial Services, LLCBroker
August 2021 - January 2022 · 5 mos
Ameriprise Financial Services, LLC
August 2021 - January 2022 · 5 mos
Rwm Capital, LLC
December 2020 - August 2021 · 8 mos
Charles Schwab & CO., INC.Broker
December 2019 - July 2020 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
January 2018 - November 2019 · 1 yr 10 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.