Natural Bridges Financial Advisors LLC

EST. AUM
$155,788,020

CONTACTS
2

CLIENT ACCOUNTS
319

Firm Details

Metro area San Jose
CRD Number 148056
Website naturalbridgesfa.com
Client types

Overview

Natural Bridges Financial Advisors is an independent, fee-only fiduciary financial planning firm based in Santa Cruz, California. Founded in 2008 by Christopher Wentzien, the firm is dedicated to helping individuals and families take control of their financial lives through comprehensive, personalized advice. They emphasize transparency, avoiding commissions or referral fees, and instead charge a flat fee for their services

Platform Details

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Alternative Activity