Brightguide Financial fees and pricing
Financial planner in Gilbert, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Brightguide Financial charges a flat or project fee of $299-$4,999 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $299-$4,999
“The negotiated fixed rate for creating client financial plans is $299, $1,995, and $4,999.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brightguide Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of BGIA's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of BGIA’s fees, within five business days of signing the Financial Planning Agreement.”
How Brightguide Financial’s fees compare
- Its flat or project fee of $299-$4,999 spans the Arizona median of $3,100. 41% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 7 of the 14 other planners in Gilbert that publish a flat or project fee charge less.
About Brightguide Financial
- Firm size: 2 employees.
- Registered as an adviser: 2026.
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
- 1.5% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339155
- Phone
- (480) 687-1424
Other planners in Gilbert that publish fees
- Build Wealth PartnersGilbert$300/hr, $1,000/mo
- Clarity Wealth Management, L.L.C.Gilbert$150-$250/hr
- Clear Skies FinancialGilbert$150/hr, $1,000-$2,000
- Coats Wealth ManagementGilbert$450/hr, $450
- Cox Advisors, LLCGilbert$150/hr, $295-$2,995
- East Valley Wealth LLCGilbert$300-$500/hr, $2,000-$10,000
Is something on this page wrong or out of date?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.