Brightedge Wealth Management fees and pricing

Financial planner in Kennesaw, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 14, 2025, Brightedge Wealth Management charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 14, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125/hr; “The fee is based upon an hourly billing rate starting at a minimum of $125 and is generally negotiable.”

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

“At termination, fees will be billed based on work performed during the advisory relationship.”
“Billing Process Investment advisory fees or negotiated retainers can be billed quarterly, in arrears, meaning that clients are invoiced after the three-month billing period has ended.”
“The client must consent in advance to direct debiting of her/his investment account or personal account.”

Its hourly rate of $125 is below the Georgia median of $250. 5% of the 169 other Georgia planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 165483
Website: brightedgefinancial.com (opens in new tab)
Phone: (404) 580-6474

Is something on this page wrong or out of date?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