BRIGHTER RETIREMENT ADVISORS LLC

Overview

Brighter Retirement Advisors LLC is an independent registered investment adviser focused on serving individuals and families. The firm operates as a capital allocator and combines fee-based portfolio management with financial planning. Its advisory scope includes direct portfolio management for individuals and small businesses, selection and oversight of outside advisers, and distribution of other financial products through an insurance-affiliated channel. Investment activity centers on equity exposure held in liquid, exchange-traded instruments, complemented by allocations to third-party alternative managers for private markets and real estate. The firm’s fee model mixes percentage-of-AUM fees with fixed-fee arrangements, which supports both ongoing portfolio management relationships and project-based planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices