Advisor at Bright Road Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bright Road Wealth Management, LLC
Location
Anchorage, AK 99503
Credentials
Series 65
Industry experience
1 year
Ethan Kwon is a financial advisor at Bright Road Wealth Management, LLC in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the YMCA and the Municipality of Anchorage. Bright Road Wealth Management serves individual and high-net-worth clients, trusts, participant-directed retirement plans, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines fundamental analysis, long-term trading, and option strategies, with a focus on aligning portfolios to client risk profiles through regular monitoring and block trading.
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
2024 - Present (2 years)
Bright Road Wealth Management
2024 - 2024 (1 year)
Bright Road Wealth Management
2021 - 2024 (3 years)
Ymca
2021 - 2021 (1 year)
Municipality of Anchorage
2018 - 2018 (1 year)
N/a
2014 - 2024 (10 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.
Series 65
Anchorage, AK
Outlook Financial Services
Series 65
Anchorage, AK
Analogous Investment Management Limited Liability Company
CFP®
Anchorage, AK
Artica Financial Services LLC
Series 65
Anchorage, AK
Dynamic Capital Management, Inc.
PFS™
Anchorage, AK
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors
Series 66
Anchorage, AK
Alaska Retirement
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")