BrightPath Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$201,378,168
Clients
127
Advisors
1
of 5 employees
About
BrightPath Wealth Planning, LLC is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary investment management alongside financial planning and retirement plan advisory services, and may implement client portfolios using third‑party independent managers or model portfolios.
The firm’s investment approach is grounded in Modern Portfolio Theory and a long‑term, passive asset‑class orientation, typically using low‑cost mutual funds and ETFs while employing fixed‑income managers and selective individual securities when appropriate. It provides ongoing portfolio oversight and rebalancing, may sell positions for tax or risk management, and discloses the option to introduce clients to a pledged‑asset line (a non‑purpose lending program) that uses account assets as collateral.
Noteworthy aspects relative to peers are that the practice operates as a solo‑advisor firm while managing just over $205 million for a modest client base, and that it expressly supports borrowing against separately managed accounts — a practice uncommon among similar firms. The firm also documents formal relationships with independent fixed‑income managers and an institutional custody platform that supplies software and back‑office support, factors that influence implementation and potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fees ranging from $1,500 to $5,000
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% $20,000,001+: 0.50%
$325 per hour for project-based financial planning services
Ongoing financial planning services quarterly fees range from $200 to $500 (negotiable)
Account minimum: $750,000 Minimum fee: Minimum annual fee of $10,000 generally required (may be negotiable) Fee-only: Financial planning hourly fee $325/hour; Fixed fees project-based $1,500 to $5,000; Ongoing financial planning quarterly fees $200 to $500 (negotiable)
Main office
5999 B Ridge View Street
Camarillo CA 93012
Advisors at this office
1
Most active in
California
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.
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