Bridgelight Capital LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Bridgelight Capital LLC charges a flat or project fee of $750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750
“We generally charge a minimum fee of $750 for written financial plans.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bridgelight Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts.”
How Bridgelight Capital LLC’s fees compare
- Its flat or project fee of $750 is below the Arizona median of $3,100. 7% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 4 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
About Bridgelight Capital LLC
- Firm size: 4 employees.
- Founded: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 173
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $136,364,716
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154920
- Phone
- (480) 270-5240
Can advise clients in 11 states: Arizona, California, Colorado, Georgia, Illinois, Montana, New York, Oregon, Texas, Utah, Washington
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.