Bright Road Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$650/hr

“Page 5 of 14 Financial Planning Fees Hourly Fees The hourly fee for these services range between $300 and $650 per hour.”

Flat or project fee

$800⁠-⁠$6,500

“Fixed fees for financial planning will typically range from $800 - $6,500, depending on the scope and complexity of the work.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bright Road Wealth Management, LLC bills

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

• “Fees are paid quarterly in arrears based on average daily balances, and clients may terminate their contracts with three days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Bright Road Wealth Management, LLC’s fees compare

• 2 of the 2 other planners in Anchorage that publish an hourly rate charge less.
• 2 of the 2 other planners in Anchorage that publish a flat or project fee charge less.

About Bright Road Wealth Management, LLC

• Firm size: 13 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

614

Employees

13

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$443,261,739

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

164408

Website

instagram.com/brightroadwealthmanagement?utm_medium=copy_link (opens in new tab)

Phone

(907) 339-1555

Can advise clients in 8 states: Alaska, Arizona, California, Colorado, District of Columbia, Nebraska, Texas, Washington

Other planners in Anchorage that publish fees

• Alaska RetirementAnchorage$300/hr
• Artica Financial Services LLCAnchorage$375
• Stellar Wealth ManagementAnchorage$350/hr, $2,500
• Frontier Financial PlanningFairbanks$350/hr, $4,000⁠-⁠$10,000

Compare all 13 planners in Anchorage