Bright Wealth Secure
Pricing
Explore our pricing with clear information, helpful guidance, and a simple path to the next step.
Membership Packages
Transparent pricing, no surprises
Three annual membership tiers — each unlocks more advisor access, deeper planning, and priority service. Cancel anytime.
Essentials
Starter
For individuals getting started with one financial goal.
$0
/ year
- Free loan pre-qualification
- 1 insurance quote per year
- Basic credit score monitoring
- Email advisor support
- Educational resource library
Plus
Professional
For households balancing multiple financial goals.
$199
/ year
- Everything in Starter
- Unlimited loan pre-qualifications
- 4 insurance quotes per year
- Investment portfolio review
- Dedicated named advisor
- Priority phone & chat support
Elite
Wealth
For high-net-worth clients needing full wealth strategy.
$599
/ year
- Everything in Professional
- Comprehensive wealth management
- Unlimited insurance quotes
- Tax & estate planning included
- Quarterly strategy sessions
- 24/7 concierge advisor access