Bright Women Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Bright Women Financial provides comprehensive standalone and ongoing financial planning to individuals and high-net-worth individuals and also offers educational seminars and speaking engagements for organizations and the public. Although the firm is classified as an investment manager, its ADV discloses that it does not currently manage client assets and reports no assets under management.
The firm operates as a fee-only adviser and uses fixed, engagement-based fees rather than percentage-of-AUM charges, emphasizing collaborative, ongoing planning focused on cash-flow analysis, retirement and estate planning, tax considerations, and coordination with third-party professionals. For investment analysis the brochure describes a long-term, asset-class-based approach for equities and a cash-matching approach for income needs, and ongoing planning clients have access to a client portal for document sharing and monitoring.
Noteworthy features relative to peers include the firm’s regular offering of public and group educational seminars (virtual or in-person), an uncommon service among investment-manager firms, and its explicit avoidance of percentage-of-AUM fee arrangements. The principal’s advanced academic credentials (including a Ph.D.) and multiple specialized designations in wealth- and divorce-related planning, combined with a small, single-advisor practice model focused on fixed-fee planning, further distinguish its practice from typical AUM-based managers.
Client services
Financial planning
Educational seminars or workshops
Expertise
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Retirement income strategy
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Women Professionals
Fee options
Standalone Financial Planning fixed fees range from $6,000 to $18,000; Ongoing Financial Planning initial fee $6,000 to $18,000 plus recurring quarterly fixed fees from $1,250 to $3,750.
$0 - $1,000,000: 0.60% $1,000,001 - $3,000,000: 0.55% $3,000,001 - $6,000,000: 0.45% $6,000,001 - $10,000,000: 0.40% $10,000,001+: 0.35%
Account minimum: $600,000 (may be reduced or waived on a case-by-case basis) Fee-only: Bright Women Financial is a fee-only firm; no commissions are accepted.
Main office location
Bright Women Financial
Buckeye AZ, United States
Number of offices
1
Most active in
Bright Women Financial has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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