Rae Beck
Bright Road Wealth Management · Grand Junction, Colorado
Rae Beck is a fee-only financial advisor at Bright Road Wealth Management in Grand Junction, Colorado, who holds the CFP credential. Bright Road Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bright Road Wealth Management |
|---|---|
| Based in | Grand Junction, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $443.3M across 2,182 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 8152686 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.brightroadwealth.com |
How Rae's firm compares
- Bright Road Wealth Management's average account is about $203,000, from its Form ADV (assets managed divided by 2,182 accounts).
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Questions about Rae
Is Rae Beck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rae holds no broker registration, and Bright Road Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rae charge for financial advice?
Rae's firm, Bright Road Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rae Beck based?
Rae Beck is based in Grand Junction, Colorado.
What credentials does Rae Beck hold?
Rae Beck holds the CFP credential.
Is Rae Beck registered with the SEC?
Yes. Rae Beck is registered as an investment adviser representative in CO (CRD 8152686), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bright Road Wealth Management manage?
Bright Road Wealth Management reports $443.3M across 2,182 accounts in assets under management.
How do I contact Rae Beck?
Through Rae's website, www.brightroadwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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