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
CFP®, Series 65
Industry experience
9 years
Jayson Owens is a CFP® with nine years of experience at Bright Road Wealth Management, LLC in Anchorage, AK, where he has worked since 2016. Prior to joining Bright Road, he was employed at Edgeworks Climbing for six years. Owens is also an outdoor medicine instructor with NOLS Wilderness Medicine, a role he has held since 2008. Bright Road Wealth Management serves individual and high-net-worth clients, retirement plans, trusts, and business entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a fundamental, long-term investment approach that includes option strategies and uses detailed client profiling to tailor plans.
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 · Washington
Bright Road Wealth Management
2016 - Present (10 years)
Edgeworks Climbing
2010 - 2016 (6 years)
Wilderness Medicine Institute
2008 - Present (18 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
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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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Alaska Retirement
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