Covered Bridge Financial, led by Mark Freret, a Certified Financial Planner, creates personalized financial plans covering cash flow, insurance, investments, employee benefits, mortgage selection, education funding, taxation, and estate planning. The firm uses low-cost index mutual funds and exchange-traded funds. Covered Bridge Financial does not manage client assets; clients implement the recommendations themselves.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plan - $1,100 to $6,000, depending on the complexity of the client's situation and the time estimated to complete the plan.
- Financial Plan Review - Typically costs 60-75% of the original financial plan cost.
One-Time Plan:$1,100 - $6,000
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