Bright Forge Capital, LLC fees and pricing
Financial planner in Hatfield, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 15, 2025, Bright Forge Capital, LLC charges a flat or project fee of up to $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 15, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- Up to $2,500
“Since fees are paid in arrears, no rebate will be needed upon termination of the account. 6 Comprehensive Financial Planning Comprehensive Financial Planning consists of a non-refundable upfront charge of $0 - $2,500 and a monthly fee that is paid in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bright Forge Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Fees for this service may be paid by electronic funds transfer or check.”
How Bright Forge Capital, LLC’s fees compare
- Its flat or project fee of up to $2,500 is below the Pennsylvania median of $3,650. 17% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Bright Forge Capital, LLC
- Principal: Timothy Duckett
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 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
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 16
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,660,274
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291047
- Phone
- (267) 210-2998
Other planners in Hatfield that publish fees
- Penn Portfolio Partners LLCHatfield$200/hr, $1,000-$2,500
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
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.