Advisor at Bright Road Wealth Management, LLC
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Firm
Bright Road Wealth Management, LLC
Location
Grand Junction, CO 81507
Credentials
CFP®
Industry experience
< 1 year
Rae Beck is a CFP® professional with one year of experience at Bright Road Wealth Management, LLC. Prior to joining Bright Road, Rae worked at Forbes Advisor and has been self-employed as a writer and editor of personal finance articles since 2011. Rae’s writing and editing work is conducted outside of securities trading hours and is compensated on a client-by-client basis. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing a fundamental analysis-based investment process that includes option strategies 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
750 Main St
Grand Junction, CO 81507
Colorado
Bright Road Wealth Management, LLC
2025 - Present (1 year)
Forbes Advisor
2023 - 2025 (2 years)
Santos Enterprises
2022 - 2024 (2 years)
Utah Ski Gear
2016 - 2019 (3 years)
Social Security Administration
2016 - 2022 (6 years)
Self Employment
2011 - Present (15 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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