Kelly Van Wyhe
Bright Road Wealth Management, LLC · Tacoma, Washington
Kelly Van Wyhe is a fee-only financial advisor at Bright Road Wealth Management, LLC in Tacoma, Washington, who holds the CFP, CFA and BA credentials. Kelly focuses on small business owners, retirement planning and tax planning. Bright Road Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kelly →
Specialties
Who they serve
- Founders
Facts
| Firm | Bright Road Wealth Management, LLC |
|---|---|
| Based in | Tacoma, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $443.3M across 2,182 accounts |
| Credentials | CFP · CFA · BA |
| SEC registration | Investment adviser representative in TX, WA · CRD 7528891 |
| Exams passed | Series 65 (2022) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | brightroadwealth.com |
How Kelly's firm compares
- Bright Road Wealth Management, LLC's average account is about $203,000, from its Form ADV (assets managed divided by 2,182 accounts).
Request an introduction to Kelly
Tell Kelly a little about what you're looking for. Kelly isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kelly
Is Kelly Van Wyhe a fee-only financial advisor?
Yes. Kelly Van Wyhe is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kelly's firm.
How does Kelly charge for financial advice?
Kelly's firm, Bright Road Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelly Van Wyhe based?
Kelly Van Wyhe is based in Tacoma, Washington.
What does Kelly specialize in?
Kelly's specialties include small business owners, retirement planning and tax planning. Kelly works with founders.
What credentials does Kelly Van Wyhe hold?
Kelly Van Wyhe holds the CFP, CFA and BA credentials.
Is Kelly Van Wyhe registered with the SEC?
Yes. Kelly Van Wyhe is registered as an investment adviser representative in TX and WA (CRD 7528891), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bright Road Wealth Management, LLC manage?
Bright Road Wealth Management, LLC reports $443.3M across 2,182 accounts in assets under management.
How do I contact Kelly Van Wyhe?
Through Kelly's website, brightroadwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Tacoma
Other advisors in Washington who focus on small business owners
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Bright Road Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.