BrightHaven Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$100,807,865
Clients
188
Advisors
4
across 2 offices
About
BrightHaven serves individuals, families, trusts, estates, profit‑sharing plans, and small businesses with discretionary portfolio management, financial planning, and retirement‑plan consulting. The firm provides standalone financial planning as well as integrated planning for portfolio management clients, and offers both non‑discretionary and discretionary retirement plan services.
The firm pursues a nimble, high‑conviction equity approach, managing concentrated portfolios of roughly 20–40 companies identified through fundamental research supplemented by technical analysis, and tailors allocations and rebalancing to each client’s objectives and risk tolerance. Most accounts are managed on a discretionary basis with written investment policy statements and custody through major custodians such as Schwab or Fidelity.
BrightHaven discloses owner‑level affiliations that are uncommon among peers: some adviser representatives are also insurance agents with an affiliated independent insurance agency, and the owner maintains a private law practice; these relationships and the potential conflicts they create are disclosed and clients are not required to use those services. The firm is transitioning to SEC registration and frequently uses third‑party model managers for many of its 3(38) retirement plan engagements, blending in‑house management with outsourced model allocations.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $500 to $800 per standalone financial plan
$0 - $500,000: 1.50% $500,001 - $2,500,000: 1.35% $2,500,001 - $4,000,000: 1.20% $4,000,001+: 1.00%
$250 per hour, billed in 15-minute increments
Account minimum: $500,000
Main office
See office200 Russell Street NE, Ste 300
Huntsville AL 35801
Advisors at this office
3
Offices (2)
Most active in
Alabama
Also doing business as
Brighthaven Financial Advisors · Brighthaven Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John G
Series 66
Huntsville, AL
BrightHaven Financial Advisors
John Gibson is a financial advisor at BrightHaven Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Hightower Advisors. Gibson also serves as a professor at the University of Alabama-Huntsville. BrightHaven Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, profit-sharing plans, and small businesses. The firm employs a high-conviction equity strategy, managing concentrated portfolios tailored to each client’s objectives and risk tolerance.
Geoffrey W
Series 63, Series 65
Huntsville, AL
BrightHaven Financial Advisors
Geoffrey West is a financial advisor with BrightHaven Financial Advisors in Huntsville, AL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Raymond James and Jackson National Life Distributors. West serves on the advisory board for a student-led investment portfolio at Freed-Hardeman University and is a partner in several business ventures, including a coffee company and a physician’s clinic. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses through discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a high-conviction equity strategy focused on concentrated portfolios tailored to client objectives and risk tolerance.
Phillip G
Series 63, Series 65
Huntsville, AL
BrightHaven Financial Advisors
Phillip Gibson is a financial advisor at BrightHaven Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 registrations and has previous experience at AllState Insurance Company and The Gibson Agency. Outside of his advisory role, he is president of an independent insurance agency and owns a law practice. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a nimble, high-conviction equity strategy, managing concentrated portfolios tailored to clients’ objectives and risk tolerance.
William C
CFP®, Series 63, Series 65
Birmingham, AL
BrightHaven Financial Advisors
William Chappell is a CFP® professional with five years of industry experience, currently serving as an advisor at BrightHaven Financial Advisors. Before joining BrightHaven in 2026, he worked at Raymond James & Associates for four years. Outside of his financial advisory role, Mr. Chappell owns a commercial kitchen rental business, Chop and Roll LLC. BrightHaven Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, profit-sharing plans, and small businesses. The firm employs a high-conviction equity strategy focused on concentrated portfolios tailored to client objectives and risk tolerance.
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