Bridgelight Financial Advisors, Inc fees and pricing

Financial planner in Shelton, Connecticut. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 8, 2026, Bridgelight Financial Advisors, Inc charges $325 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed quarterly in arrears based average daily balance of the account for the billing period.”
“Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund.”
“The management fee will be prorated to the date of termination, for the month in which the cancellation notice was given and billed to your account.”

Its hourly rate of $325 is above the Connecticut median of $300. 61% of the 103 other Connecticut planners that publish an hourly rate charge less.
2 of the 4 other planners in Shelton that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 246
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $150,777,009
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 139518
Website: bridgelightadvisors.com (opens in new tab)
Phone: (203) 795-7080

Can advise clients in 4 states: Connecticut, Florida, New Hampshire, New York

Is something on this page wrong or out of date?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.