BrightGuide Financial

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

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

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management College savings (529s, UTMA, etc.) Debt management Charitable giving tax strategies

Fee options

Fixed

Fixed fees for financial planning: $299, $1,995, and $4,999 depending on complexity.

Percentage

$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%

Commissions

Commission for insurance products sold by licensed insurance agents affiliated with the firm.

Other

Account minimum: $250,000

Main office location

BrightGuide Financial

1734 E. Boston St., Ste. 103

Gilbert AZ 85295, United States

Number of offices

Most active in

Arizona · Texas

Disclosures

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:

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 480-687-1424

Advisors at this firm

Tyler F

Series 65

Gilbert, AZ

BrightGuide Financial

Tyler Fernstrom is a financial advisor at BrightGuide Financial with a Series 65 credential and two years of industry experience. He has worked at BrightGuide Investment Advisors, AE Wealth Management, and Maximum Senior Benefits, among other positions. BrightGuide Investment Advisors, LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to guide investment decisions. The firm offers tailored model allocations across various asset classes and maintains an affiliation with an insurance agency.

Wealth management College savings (529s, UTMA, etc.) Debt management Charitable giving tax strategies

Ryan L

Series 63, Series 65

Gilbert, AZ

BrightGuide Financial

Ryan Loynd is a financial advisor at BrightGuide Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Wealth Management and ChangePath, LLC. In addition to his advisory role, Loynd is the CEO of an insurance sales business affiliated with BrightGuide Financial. BrightGuide Financial provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to tailor investment strategies. The firm also offers insurance products through licensed advisors and refers clients to third-party advisers when appropriate.

Wealth management College savings (529s, UTMA, etc.) Debt management Charitable giving tax strategies

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