Advisor at Bright Road Wealth Management, LLC
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Firm
Bright Road Wealth Management, LLC
Location
Anchorage, AK 99503
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
22 years
Brian Pinkston is a CFP® and CFA® with 22 years of industry experience. He has been with Bright Road Wealth Management, LLC in Anchorage, AK since 2012. Bright Road Wealth Management serves individual and high-net-worth clients as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a fundamental analysis-based investment process that incorporates option strategies and regularly monitors portfolios to align with client risk tolerances.
Based on Bright Road Wealth Management, LLC
Based on Bright Road Wealth Management, LLC
Fixed fees for financial planning typically range from $800 to $6,500 depending on scope and complexity
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: Negotiable
$300 to $650 per hour for financial planning services
Minimum fee: Minimum financial planning fee of $800 for fixed fee arrangements and minimum of $300 per hour for hourly fee arrangements Fee-only: Hourly fees ranging from $300 to $650; fixed fees typically $800 to $6,500 for financial planning
405 W. 36 Th Avenue, Suite 212
Anchorage, AK 99503
Alaska · Texas
Bright Road Wealth Management, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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