BrightPath Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BrightPath Financial, Inc. is a fee-only advisory firm that provides comprehensive financial planning and investment advice to individuals and families, with a significant proportion of clients who are business executives, professionals and retirees. Services described in the brochure include retirement planning, tax planning, estate-plan review, insurance review, employee benefits analysis and, in certain circumstances, preparation of clients’ income tax returns.
The firm’s investment approach leans toward evidence-based strategies, favoring passive management for many asset categories while using active management selectively in areas such as fixed income, small-cap, emerging markets, real estate and alternatives. BrightPath typically works on a largely non-discretionary basis—obtaining client consent prior to executing transactions—and also provides advice on assets held outside its custodian, including employer-sponsored plans.
A distinguishing feature noted in the brochure is the firm’s heavy non-discretionary orientation: roughly $46.8 million is overseen on a non-discretionary basis compared with about $1.0 million discretionary. The principal’s combined credentials (CFA, CPA and CFP) and long history in accounting, finance and business-sale transactions—including involvement in numerous acquisitions and divestitures—are presented as informing the firm’s work with business-owner clients and tax-related matters.
Client services
Expertise
Occupation focus
Fee options
Tax preparation fees range from $500 to $5,000 annually based on complexity
$0 - $1.2 million: Greater of $5,000 or 0.95% of assets $1.2 million - $1.7 million: Greater of $11,000 or 0.80% of assets $1.7 million - $2.2 million: Greater of $13,000 or 0.70% of assets $2.2 million - $3.2 million: Greater of $15,000 or 0.60% of assets $3.2 million - $4.2 million: Greater of $19,000 or 0.50% of assets $4.2 million - $8.0 million: Greater of $21,000 or 0.40% of assets $8 million+: Greater of $32,000 or 0.35% of assets
Minimum fee: Minimum annual fee of $7,500, fees are negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted
Main office
Deerfield Beach FL
Advisors at this office
1
Most active in
Florida · Illinois
Also doing business as
Brightpath Financial, Inc. · Envisage Wealth Planners, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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