Bright Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Services are offered based on an hourly fee of $400 per hour.”

Flat or project fee

$1,500⁠-⁠$6,000

“Services are offered based on a flat fee between $1,500 and $6,000.”

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

How Bright Wealth Advisors, LLC bills

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

• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Any refund calculations will be on a pro-rata basis calculated by multiplying the number of hours spent by the hourly rate below.”
• “Fees for financial plans are billed and collected in advance.”

How Bright Wealth Advisors, LLC’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 6 of the 7 other planners in Mission Viejo that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$6,000 spans the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 9 other planners in Mission Viejo that publish a flat or project fee charge less.

About Bright Wealth Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2019 (7 years).

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

3% a year

Clients

52

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$21,922,337

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299434

Website

brightwealthadvisors.com (opens in new tab)

Phone

(949) 272-8654

Other planners in Mission Viejo that publish fees

• Castle FinancialMission Viejo$500⁠-⁠$3,500
• Di Bello FinancialMission Viejo$400/hr
• Downie Financial GroupMission Viejo$150⁠-⁠$500/hr, $250⁠-⁠$10,000
• Kohr InvestmentsMission Viejo$350/hr, $350⁠-⁠$2,000
• Owens Investment Advisors LLCMission Viejo$250/hr, $2,500
• Portsalus Wealth ManagementMission Viejo$2,500⁠-⁠$7,500

Compare all 11 planners in Mission Viejo