Alex Bridges, CFP®, ChFC®, RICP®, EA
Comprehensive Financial Planning for a Flat Fee
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Serving Clients Nationwide
Comprehensive Financial Planning for a Flat Fee
Areas of Focus
- Estate Planning
- Financial Life Planning
- High Net Worth
- Investing
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Taxes
- Wealth Management
- Withdrawal Sequencing
About Alex Bridges, CFP®, ChFC®, RICP®, EA
Hi, my name is Alex Bridges, and I’m the founder of Tiverton Wealth & Tax. I’m a financial planner and tax planner, and I’ve been working in the financial services industry since January 2017. I currently hold four professional designations, including the CFP®, EA, ChFC®, and RICP®.Over the course of my career, I’ve worked at several different types of financial firms. Before starting Tiverton, I was the Chief Strategy Officer for a large financial planning practice based in Houston. Those experiences gave me the opportunity to see how different advisors work with their clients, what works well, and where I think our industry could do a better job.
One of the biggest things I learned is that I believe the best way to work with a financial planner is through a fee only, flat fee relationship.
Fee only means we don't earn commissions from selling financial products or receive compensation from third parties for recommending investments or insurance. Flat fee means you pay an agreed upon amount for the work we do, rather than paying a percentage of your investments. Whether you have $500,000 or $5 million invested, I don't believe the amount of money you have should automatically determine how much you pay your financial planner.
But there was something else I kept noticing throughout my career.
Financial planning and tax preparation often happen in two completely separate places, and I never really understood why.
A lot of financial advisors talk about tax optimization. They'll discuss Roth conversions, qualified charitable distributions, tax efficient withdrawals, and all kinds of other strategies to help their clients potentially reduce their taxes. But then April rolls around, and they tell those same clients to go find a CPA or tax preparer to actually file their returns.
That never made much sense to me.
If we're the ones helping you make these financial decisions throughout the year, why wouldn't we also want to make sure those decisions are properly reflected on your tax return? And why should you have to pay another professional separately for something that is already such an important part of your financial plan?
That's one of the reasons I started Tiverton Wealth & Tax.
Through Tiverton Wealth and our affiliated tax firm, Tiverton Tax, we bring financial planning, investment management, tax planning, and tax preparation together under one relationship.
We want to understand your entire financial picture, not just your investment accounts. That means looking at how much you need to spend in retirement, where that income should come from, how your investments are structured, what your taxes might look like over the next 10 or 20 years, and how all those decisions affect one another.
And when tax season comes around, we're not just handing you a list of things to tell your tax preparer. We're also helping prepare and file your return.
My goal with Tiverton is pretty simple. I want to give clients the kind of financial planning relationship I would want for my own family. One where the advice is built around what's best for you, the fees are easy to understand, and your financial planner and tax professional are working together rather than in two separate rooms.
That's what we're building at Tiverton Wealth & Tax.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Enrolled Agent (EA)
- Retirement Income Certified Professional (RICP)
Affiliations
- CFP Board
- Fee Only Network
- National Association of Enrolled Agents (NAEA)
- XY Planning Network
Primary Location
2001 Timberloch Place, Suite 500 The Woodlands, Texas 77380
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to take the next step and schedule a 30 minute discovery call with our team. This introductory consultation is a brief, no-obligation conversation intended to determine whether an advisory relationship may be a good fit. During this call, we will discuss your general financial goals, what prompted you to seek a fee-only adviser, and how our firm works with clients throughout Texas. This conversation is informational in nature. No investment recommendations will be provided, and no advisory services are initiated during this call.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Tiverton Wealth
Tiverton Wealth provides comprehensive, fee-only financial planning for retirees and pre-retirees in Houston, The Woodlands, and nationwide. For flat fees, we deliver coordinated advice across retirement planning, tax strategy, investments, insurance, income, and estate planning—with no commissions, no product sales, and recommendations designed around your complete financial life.Tax preparation is available through Tiverton Tax, LLC, a separate affiliated entity under common ownership with Tiverton Wealth, and is provided under a separate engagement agreement. Clients are free to use any tax professional of their choosing.
Education
University of Houston, C.T. Bauer College of Business, Bachelor of Business Administration - BBA, Finance, Personal Financial Planning, CFP® Board Certified Program
Volunteer Experience
Houston Livestock Show & Rodeo
Hobbies and Interests
- Family
- Grilling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Federal Law Enforcement
- Gen X
- Gen Y / Millennials
- Government Employees
- High Net Worth
- Intergenerational Families
- Living in Retirement
- Parents
- Remote Workers
- Sales Professionals
- Young Families
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FAQs
FAQ Disclosures
Alexander Bridges is an investment adviser representative of Tiverton Wealth, LLC. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
