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Wellspent Discovery/Firms/Bridgestone Planning
Firm · Canonical record

Bridgestone Planning

Montana-based fee-only RIA focused on founders, equity-compensation planning, and cross-border families. Flat-fee engagements, virtual-first.

Flat fee Fee-only verified Bozeman, Montana

Firm facts

Founded2018
Advisors4
Scale~$180M
HeadquartersBozeman, Montana
Offices Bozeman, Montana
Fee modelFlat fee
Websitehttps://example.com/bridgestone

Advisors (2)

Firm specialties

Trust signals & citations

  • SEC-registered RIA — source: SEC IAPD
  • Fee-only (verified) — source: Firm ADV Part 2
  • NAPFA member — source: NAPFA