Paladin Research Report For:
TrustBridge Wealth Management LLC. of LPL Financial
About TrustBridge Wealth Management LLC. of LPL Financial
Trust Bridge Wealth Management is a Dallas-based fiduciary firm dedicated to guiding clients through the complexities of wealth with purpose, clarity, and genuine care. Our mission is simple: to empower you to move confidently toward the future you envision by pairing best-in-class investment advice with proactive tax planning and advanced financial strategies. We serve as your dedicated guide-helping you make informed decisions, navigate transitions, and build a resilient financial plan grounded in your unique goals and values.
Shaped by real-world experience and a deep commitment to service, Trust Bridge was built on the belief that meaningful financial guidance requires more than technical expertise-it requires listening, empathy, and a long-term partnership. We bring a client-focused approach to every relationship, delivering education, tools, and forward-looking strategies that simplify complexity and support long-term success.
Whether you're a business owner, professional, or family navigating major life transitions, we provide comprehensive wealth management that integrates investments, taxes, retirement planning, risk management, and long-term strategic planning. Our vision is to deliver an exceptional advisory experience, helping you cross each financial bridge with confidence, purpose, and peace of mind.
General Information
Firm Start Year
- 2024
No. of Employees
- 2-4
Firm CRD#
- 6413
Insurance License#
- 1535457
Name of Broker/Dealer
- LPL FINANCIAL LLC
States Licensed in
- TX
Years of Experience in Financial Services
- 16
Number of Years with Current Firm
- 2
Work with the following types of clients
- Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
- Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Compliance
Registered Investment Advisor
- Yes
Registered Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I don't have a clean record
Criminal Disclosures in Last 5 years
- I don't have a clean record
Qualifications & Membership
Securities Licenses
- Series 7, Series 66
Insurance and Annuity Licenses
- Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Firm Information
Firm's Number of Clients
- 60
Firm's Number of Planning Clients
- 27
Firm's Number of Managed Clients
- 50
Assets Managed by Firm
- $25,000,000
Advisor's Number of Clients
- 32
Advisor's Number of Managed Clients
- 28
Advisor's Number of Planning Clients
- 10
Total Assets Under Management by Advisor
- 20 Million
Compensation and Fees
Fee Structure
- Fee-Based
Minimum Portfolio Size for New Managed Accounts
- $500,000
Compensation Methods
- Commissions, Flat Fee, Hourly, Based on Assets
Additional Details on Charges
- Additional Details on Charges: How the Complexity Survey Works To ensure your fee is aligned with the true scope of work we provide, we use a short Complexity Survey as part of our onboarding and annual review process. The survey looks at specific factorssuch as the number of accounts we manage, taxplanning needs, business or real estate interests, estate considerations, and overall coordination required across your financial life. Each factor carries a small weight based on the time and expertise typically required. Your total score places your household into a complexity tier, which then determines the appropriate advisory fee. This makes the process transparent, consistent, and fair across all clients. Importantly, your fee does not automatically increase with higher complexity. Instead, changes only occur when the scope of work meaningfully expands or contracts. We review the survey with you so you always understand how your fee is determined and what services are included.
Minimum Fee Charged for Managed Accounts
- 1.2
Minimum Fee Charged for Hourly Planning Accounts
- $2,500
Education
Bachelors Business Administration - Finance
Nelson University
08/15/2003 -05/21/2007
Disclosures
PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Disclaimer
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with Trust Bridge Wealth Management, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://www.trustbridgewealthmanagement.com/ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Paladin Advisors