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
Washington, DC
Credentials
Series 63, Series 65
Industry experience
2 years
Matthew Hunt is a financial advisor at Bright Road Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Greystone Management Solutions and HR&A. In addition to his advisory role, he operates Hunt Advisory, a real estate consulting firm, as a Director. Bright Road Wealth Management serves individual and high-net-worth clients, participant-directed retirement plans, trusts, and business entities, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses detailed client profiling and a disciplined investment process that incorporates fundamental analysis and option strategies, with an emphasis on long-term trading and regular portfolio monitoring.
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
Washington, DC
District of Columbia
Bright Road Wealth Management, LLC
2023 - Present (3 years)
Hunt Advisory
2022 - Present (4 years)
Greystone Mgmt Solutions
2017 - 2022 (5 years)
HR&A
2016 - 2017 (1 year)
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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