BrightPath Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BrightPath Financial Advisors, LLC is a registered investment adviser that provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. As of December 31, 2024 the firm reported approximately $165,448 in discretionary assets under management and offers advice on held‑away accounts and retirement‑plan rollovers.
The firm constructs diversified asset‑allocation models and applies fundamental, technical and cyclical analysis to implement and supervise portfolios, typically under discretionary authority while permitting written client restrictions or limited non‑discretionary arrangements. Services include written financial plans, ongoing plan‑maintenance options, and a range of investment strategies from long‑term purchases to shorter‑term trading and covered option writing.
What distinguishes the firm from many peers is its inclusion of insurance analysis and recommendations within its financial planning process and disclosure of vendor and product‑sponsor relationships, reflecting activities beyond pure securities advice. The brochure also documents that BrightPath will advise business entities and employer‑sponsored plans or held‑away institutional‑type accounts — a client mix and product scope that is relatively uncommon among independent advisers of this size.
Client services
Expertise
Fee options
Fixed fees up to $5,000 for financial planning services; ongoing plan maintenance fees up to $350 per month.
up to 2%, negotiable
Up to $250 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Fixed fees up to $5,000 for financial planning; hourly fees up to $250/hour; ongoing plan maintenance fees up to $350/month.
Main office
Etters PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Brightpath Financial Advisors, LLC · Ftf Holdings, 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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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