Baldridge Financial

Work With Us

Working together

We know your financial partner is a relationship that must fit. At Baldridge Financial, our experience in tax, bookkeeping and financial planning provides the best value to individuals and businesses in specific financial circumstances:

  • Solo Entrepreneurs– $1M+ annual- real estate general partners and brokers, medical professionals, and consultants with annual tax consulting and filing needs
  • Corporations, LP’s, LLC’s– $1.0-500M- small and mid-size businesses and their owners; simple or complex, multi-entity, multi-state with tax and bookkeeping needs
  • High Net Worth Families and Individuals– with complex financial, legal (trusts, FLP’s), tax and bookkeeping needs
 
 

Fee Structure

We work on a recurring retainer service agreement, and there is a cost to set up our services (typically beginning with a financial plan and tax return preparation), and an ongoing monthly fees.

Fees start around $5,000+ for the initial plan, and $1,000 monthly and up on an ongoing basis for implementation. We currently do not offer investment advisory under a traditional AUM model.

If you are interested in learning more and would like to set up a meeting, please fill out our prospective client form. The questions are personal but they allow us to get a snapshot of where you are financially, and come to our call prepared to give you great insight and advice. Please note that we only take on a limited number of clients each month.

After you fill out the form below, we will reach out to you with next steps.

We look forward to talking with you.

Baldridge Financial Team

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  • info@baldridgecpa.com
  • (713) 955-9130
  • M-F | 8-6 pm
  • 4203 Yoakum, Ste. 200 Houston, TX 77006

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© All rights reserved | ​2024

 
 
Baldridge Financial LLC (“Baldridge Financial”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Baldridge Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
 
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Baldridge Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
 
Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.