Brighton Jones LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,770,593,485
Clients
3,585
Advisors
163
across 30 offices
About
Brighton Jones provides wealth-management and financial planning services to individual, high‑net‑worth, and family‑office clients through multiple operating brands, including its Personal CFO (PCFO) offering for high‑net‑worth clients and OpenPlan for individual financial planning and retirement‑plan advisory. Services described in the brochure include discretionary and non‑discretionary portfolio management, financial planning and consulting, tax preparation, real‑estate consulting, and family office administrative support such as bill‑payment coordination.
The firm describes a whole‑balance‑sheet approach for PCFO clients, with discretionary investment authority used to implement asset allocation and to recommend or allocate assets to unaffiliated independent managers as appropriate; clients may also designate “Excluded Assets” that Brighton Jones will not manage. Brighton Jones recommends and places client assets in a mix of public and private investments, and its advisory activity includes recommending and administering allocations to private funds and pooled vehicles managed by affiliates.
What the brochure highlights as distinctive is the firm’s affiliated ecosystem: a wholly owned subsidiary Lenora Capital that manages private investment funds (including performance‑based carried interest arrangements), Brighton Jones Trust Company, LLC, a South Dakota‑chartered trust company that provides trustee and fiduciary services, and the availability of legal services through 2030 Law for certain clients. The firm also acts in advisory or management roles with pooled and registered investment vehicles (including a private debt and income fund and the BPC REIT/Blueprint manager), arrangements the brochure notes can create conflicts of interest that are disclosed and managed.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
OpenPlan financial planning includes a fixed $2,500 implementation fee; Financial Wellness Consulting includes fixed fees ranging from $5,000 to $25,000 depending on engagement
$0+: PCFO fees generally range from 0.35% to 1.25% of assets; negotiable and vary based on multiple factors $0+: OpenPlan discretionary management fees generally range from 0.50% to 0.95% of assets under management; negotiable
Financial Wellness Consulting hourly fees range between $150 and $300 per hour (variable, negotiated)
Performance-based fees (carried interest) charged by Lenora Capital on private investment funds for qualified clients (criteria defined in brochure)
Account minimum: $10,000 minimum annual fee for PCFO services (implying minimum investment varies; also $2,500 minimum quarterly fee for PCFO clients) Minimum fee: PCFO clients generally minimum annual fee of $10,000; higher minimums for complex cases; PCFO minimum quarterly fee generally $2,500 (can be higher); OpenPlan financial planning $150 monthly fee Fee-only: Family Office services: fees starting at $62,500 per quarter billed in advance; OpenPlan financial planning fees include $2,500 implementation fee plus $150 monthly monitoring fee; Financial Wellness Consulting fees ranging $5,000 to $25,000 fixed plus $150-$300 hourly
Main office
See office2030 1st Avenue, 3rd Floor
Seattle WA 98121
Advisors at this office
81
Offices (30)
Seattle, WA
2030 1st Avenue 3rd Floor, Seattle, WA 98121
81 advisors
Mc Lean, VA
1676 International Drive, Suite 640, Mc Lean, VA 22102
13 advisors
Scottsdale, AZ
4211 N. Marshall Way Suite 100, Scottsdale, AZ 85251
11 advisors
Denver, CO
4700 S Syracuse St Suite 610, Denver, CO 80237
6 advisors
San Francisco, CA Bush Street
445 Bush Street 6th Floor, San Francisco, CA 94108
6 advisors
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Brighton Jones LLC · Lenora Family Office · Lenora Group · Openplan
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:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
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Advisors at this firm
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