BrightGuide Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
2
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
BrightGuide Financial primarily serves pooled and institutional accounts rather than a broad retail client base, providing discretionary portfolio management, financial planning, and referrals to third‑party investment advisers. The firm documents client objectives in Investment Policy Statements and implements tailored portfolios intended to match each client’s risk profile and time horizon.
The firm’s investment process draws on fundamental, quantitative and technical analysis alongside principles of modern portfolio theory and a long‑term trading approach, using model allocations and documented discretionary authority. Investment vehicles described in the brochure include mutual funds, fixed income, ETFs (including precious‑metals focused ETFs), Treasury inflation‑protected securities, non‑U.S. securities, private placements and certain insurance products.
Notably, BrightGuide is affiliated with an insurance business and its supervised persons are licensed insurance agents who may receive commissions for insurance sales, a conflict the firm discloses and says it manages via disclosure and periodic review. The firm also routinely selects and refers clients to third‑party advisers after conducting due diligence, reports having no assets under management at the reporting date, and requires clients to use its chosen custody/brokerage arrangements.
Client services
Expertise
Fee options
Fixed fees for financial planning: $299, $1,995, and $4,999 depending on complexity.
$250,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Commission for insurance products sold by licensed insurance agents affiliated with the firm.
Account minimum: $250,000
Main office location
BrightGuide Financial
1734 E. Boston St., Ste. 103
Gilbert AZ 85295, United States
Number of offices
1
Most active in
Arizona · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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