Brightside Wealth Planning, LLC

Brightside Wealth Planning serves individual clients, including high-net-worth households, providing financial planning, consulting, and discretionary wealth management. As of December 31, 2025 the firm reported about $83.99 million in discretionary assets under management across roughly 188 client relationships and can advise on held-away assets such as variable life insurance, annuities, employer-sponsored retirement plans and 529 plans.

The firm’s investment approach is primarily passive and grounded in modern portfolio theory, using index mutual funds and ETFs to build diversified portfolios while also applying fundamental and technical analysis as appropriate. Brightside supplements its in-house management by allocating to independent managers and by participating in a third-party sub-advisory and model program that provides model portfolios and execution services for client accounts.

Brightside is a small, recently established advisory firm led by principals with prior industry experience, including a background in product and relationship roles at a major custodian and asset manager, and it has an ongoing operational and research relationship with that custodian and its affiliated investment programs. The firm receives platform, research and other economic benefits from that relationship, directs clients to use the custodian’s platform and custodial services (including direct fee-debit authority), and also accepts standing letters of authorization that result in limited custody — factors that may influence custody and product recommendations.