A complete list of active advisors currently associated with BrightOrange Advisors

Warmer can help you find a great advisor at BrightOrange Advisors or one who fits your needs even better.

BrightOrange Advisors is a small, independent registered investment adviser that serves individual (including high‑net‑worth) clients, trusts, estates, businesses, and retirement plans. The firm provides discretionary investment management and written financial planning and consulting, generally billed on an asset‑based fee basis. The adviser constructs customized model portfolios that primarily use exchange‑traded funds, individual stocks, bonds and options, and applies both fundamental and technical analysis with a generally long‑term orientation while permitting shorter‑term trading as needed. The firm discloses that it may employ borrowing and derivatives in separately managed accounts and offers a performance‑based fee option for Qualified Clients, practices that the brochure identifies as less common among similar solo independent advisors and that are accompanied by specific risk disclosures. The principal maintains separate real‑estate brokerage and related businesses and provides healthcare consulting in non‑advisory capacities, with those affiliations disclosed as distinct from the advisory services. Taken together — the firm’s very small asset base and client count, its use of leverage and derivatives in client accounts, and the availability of performance‑fee arrangements — make its operating profile atypical compared with many independent single‑advisor firms.

To learn more about the advisors currently working at BrightOrange Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.