Brighthaven Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $250.00 per hour and the client will be refunded the difference.”

Flat or project fee

$500⁠-⁠$800

“This service is offered on a fixed fee basis ranging from $500 to $800 per plan, depending on your project, advisor selected, your financial profile and services to be rendered. 7 We do not require a retainer and the estimated financial planning or consulting fee we quote is due upon engagement.”

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

How Brighthaven Financial Advisors bills

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

• “Fees are based on a percentage of assets under management and calculated at an annual rate and billed in advance on a quarterly basis.”
• “Advisory account fees will be billed either on quarterly or monthly basis.”
• “The initial fee will be prorated according to the number of days remaining in the calendar quarter or month.”

How Brighthaven Financial Advisors’ fees compare

• Its hourly rate of $250 matches the Alabama median of $250. 34% of the 41 other Alabama planners that publish an hourly rate charge less.
• 3 of the 8 other planners in Huntsville that publish an hourly rate charge less.
• Its flat or project fee of $500-$800 is below the Alabama median of $5,075. 6% of the 35 other Alabama planners that publish a flat or project fee charge less.
• None of the 5 other planners in Huntsville that publish a flat or project fee charge less.

About Brighthaven Financial Advisors

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 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

1.5% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

188

Employees

4

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$106,566,352

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318730

Website

brighthavenadvisors.com (opens in new tab)

Phone

(256) 763-7386

Other planners in Huntsville that publish fees

• Capital Stewards, LLCHuntsville$1,500
• Cloud Investments, LLCHuntsville$200⁠-⁠$2,000
• Cochranmickels Retirement Specialists, LLCHuntsville$300/hr, $2,500⁠-⁠$5,000
• Infinity Tax & Financial PlanningHuntsville$150⁠-⁠$500/hr, $250⁠-⁠$5,000
• Lifefirst Wealth, LLCHuntsville$250/hr, $7,500/yr
• Planalto FinancialHuntsville$150/hr, $2,400⁠-⁠$5,000

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