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
Alex Bridges is a Financial Planner and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today.Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Enrolled Agent (EA), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients.
Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities.
Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in Tomball, TX with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.
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
- Fee Only 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.
