Brightworks Financial Planning LLC

Overview

Brightworks Financial Planning LLC is an independent RIA organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering comprehensive financial planning and portfolio management for individuals and small businesses. Its advisory services include selecting outside managers, running educational seminars and workshops, and acting as an insurance broker. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. Brightworks identifies as an active ESG investor and functions as a capital allocator, directing client capital to third-party managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices