BrightEdge Wealth Management
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
BrightEdge Wealth Management works with individuals, families, and businesses to deliver financial planning, retirement‑plan consulting, tax planning, and investment advice. The firm operates as a fee‑only advisor that offers subscription options and implements recommendations at the client’s discretion, and it does not accept commissions.
The firm’s investment process emphasizes strategic asset allocation and diversification, combining fundamental and technical analysis to identify opportunities and manage risk; accounts may be managed on a discretionary or non‑discretionary basis and are reviewed on a regular schedule. Financial planning engagements are typically billed on an hourly basis or through negotiated arrangements, and the firm also uses asset‑based and subscription billing structures depending on the client relationship.
Distinctive elements include a lead professional team with advanced credentials (including CFP®, CEBS, FLMI and RPA designations and a master’s in finance) and practical experience in retirement plan administration, which the firm leverages to offer educational seminars and workshops tied to retirement and benefits topics. BrightEdge uses a single custodian for private client assets, discloses receipt of certain research access from that custodian with no cash benefits, and maintains written policies to prevent employee trading ahead of client transactions.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Wealth management
Fee options
Financial planning fees based on hourly billing rate starting at a minimum of $125/hour, generally negotiable.
Account minimum: No minimum account size identified Fee-only: Financial planning fees based on hourly billing starting at $125/hour, generally negotiable; investment advisory fees may be charged as a percentage of assets or based on client's average gross income over a three period; negotiated retainers may apply for some clients.
Main office location
BrightEdge Wealth Management
3427 English Oaks Dr Nw
Kennesaw GA 30144, United States
Number of offices
1
Most active in
BrightEdge Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia
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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