Brightworks Financial Planning LLC

Overview

Brightworks Financial Planning LLC is an independent registered investment adviser organized as an LLC and owner-operated. The firm serves individual and family clients with a mix of fee models (percentage of AUM, hourly and fixed fees) and provides both financial planning and portfolio management for individuals and small businesses. Brightworks also offers adviser selection services and runs educational seminars and workshops. The firm operates as an insurance broker in addition to its advisory work and is identified as a capital allocator that places assets with third-party managers. The firm reports being an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices