First Light Wealth is a fee-only firm, meaning the only fees we collect are paid directly from our clients. We’ve designed our fee structure to meet you where you’re at in your wealth building journey. Whether you’re just starting out or have spent decades saving, there's a spot for you here.

Our fee consists of a combination based on a percentage of Assets Under Management (AUM) as well as an ongoing financial planning fee. Both fees are discounted as your account balances grow.

*Monthly Financial Planning Fee: Paid monthly via bank draft auto-pay from our payment processor, AdvicePay. A statement is provided monthly.

**Annual Investment Management Fee: Paid quarterly in advance and is automatically deducted from investments. A statement is provided quarterly.

More information about the fees related to the Investment Management & Ongoing Financial Planning Service can be found in the client Advisory Agreement and our firm’s Form ADV (provided at engagement). Fees provided are not complete without our accompanying ADV and client agreement.