PlannerFees

Brighter Retirement Advisors LLC fees and pricing

Financial planner in Lehi, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Brighter Retirement Advisors LLC charges a flat or project fee of $50⁠-⁠$500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$50⁠-⁠$500
“The fixed fee for education courses and content is between $50 and $500.”

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

How Brighter Retirement Advisors LLC bills

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

  • “Clients may terminate the agreement without penalty for a full refund of Brighter Retirement's fees within five business days of signing the Investment Advisory Contract.”
  • “Such compensation is indirectly derived from fees associated with the implementation of the strategy and is not billed separately to the client.”
  • “This fee is separate from advisory fees and is disclosed to clients in advance.”

How Brighter Retirement Advisors LLC’s fees compare

  • Its flat or project fee of $50-$500 is below the Utah median of $2,050. 2% of the 63 other Utah planners that publish a flat or project fee charge less.
  • None of the 9 other planners in Lehi that publish a flat or project fee charge less.

About Brighter Retirement Advisors LLC

“Portfolio Management Services Brighter Retirement offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Tax planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting
  • Charitable giving

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
3% a year
Clients
319
Employees
2
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 other services
Assets managed
$58,356,362
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
321746
Website
brighterretirement.com (opens in new tab)
Phone
(801) 901-0987

Other planners in Lehi that publish fees

Compare all 17 planners in Lehi

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.