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
Corpus Christi, TX 78418
Credentials
Series 65
Industry experience
4 years
Matthew Merrill is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has a background that includes 20 years of service in the United States Marine Corps and employment with Southwest Airlines. Outside of his advisory role, Merrill is also involved in real estate investing. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities. The firm employs a fundamental analysis and long-term trading approach, incorporating option strategies, and provides ongoing portfolio management and financial planning tailored through proprietary client profiling tools.
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
14493 Spid, Unit 402
Corpus Christi, TX 78418
Texas
Bright Road Wealth Management, LLC
2021 - Present (5 years)
Southwest Airlines
2018 - Present (8 years)
United States Marine Corps
1998 - 2018 (20 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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