Kimberly Bridges is a CFP-designated registered investment advisor at Bright Women Financial, based in Buckeye, AZ, with 4 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Bright Women Financial offers ongoing financial planning for a recurring quarterly fee, ranging from $1,250 to $3,750, which translates to $5,000 to $15,000 annually. This service includes regular monitoring and updates to the financial plan, collaboration with a financial planner, and access to a client portal for document storage and spending monitoring.
Bright Women Financial offers a one-time comprehensive financial plan for a fixed fee ranging from $5,000 to $15,000, depending on the complexity of the client's financial situation. The plan covers various areas, including cash flow, debt management, charitable giving, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning.
Location
Buckeye, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bright Women Financial
Previous Registrations
Khc Wealth Management
Stoker Ostler Wealth Advisors
State Registrations1 state
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