Brightward Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$7,500

“The negotiated fixed rate for creating client financial plans is between $2,500 and $7,500.”

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

How Brightward Financial LLC bills

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

• “Clients may terminate the agreement without penalty, for full refund of BRIFIN’s fees, within five business days of signing the Financial Planning Agreement.”
• “Client will be responsible for paying the earned but unpaid advisory fee based upon the prorated amount of work completed.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Brightward Financial LLC’s fees compare

• Its flat or project fee of $2,500-$7,500 spans the Colorado median of $5,250. 44% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 17 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Brightward Financial LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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% a year

Employees

2

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341289

Website

brightwardfinancial.com (opens in new tab)

Phone

(720) 629-9771

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• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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