Our Approach

A time-tested approach to planning.

At Bishop Financial, our commitment goes beyond numbers and transactions. We build lasting relationships that reach far beyond the professional. We’re proactive, reaching out when you need it most to offer financial advice or just to listen. When you work with us, you have a lifelong planning partner.

Strategy and support for the long-term.

Financial planning is more than numbers; it’s a blend of psychology and math – understanding both the emotional and practical aspects of your financial journey. We love guiding you through this process, offering ongoing strategy and support. This sustained collaboration benefits both of us, growing and evolving over time.

Lower Fees designed to benefit you in the long run.

With a fair and transparent fee structure – 0.6% for assets under $1 million and 0.3% for each dollar over $1 million – we'll help you maximize your investments to help you grow wealth over time.

We highly encourage you to compare the fees you’ll be charged before selecting an advisor. These fees may not seem like much, but over time they can have a major impact on your investments.

Bishop Financial Fee Schedule

Assets Under Mgmt	Fees
Up to $1mil	0.6%
Over $1mil	0.3%

Compound Growth Example

6% Annualized Net of Fees

This is a hypothetical example and is for illustrative purposes only. No specific investments were used in this example. Not representative of any actual client portfolios. Actual Results will vary. Past performance does not guarantee future results.

In addition to the annual management fee, clients may pay platform or transaction charges, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.

It’s time to make your move.

With long-term support from Bishop Financial, we'll help you get your financial pieces in place.  

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