Brightway Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brightway Wealth Planning serves individuals (including high-net-worth clients), as well as small businesses and corporations, offering customized financial planning, investment consultation, nondiscretionary portfolio management, and periodic educational workshops. Its planning work covers retirement and tax planning, asset allocation, cash‑flow and debt analysis, estate and risk‑management reviews, and targeted engagements such as divorce or business consultation.
The firm’s investment approach combines Modern Portfolio Theory with a Core + Satellite framework, aiming for globally diversified, tax‑efficient portfolios that use passive index exposures as the core and selective active satellites. Portfolios are managed on a nondiscretionary, long‑term buy‑and‑hold basis with client‑specific investment guidelines and scheduled reviews that require client approval for trades.
Noteworthy differences from many peers include the principal’s activity as a licensed insurance agent who may recommend and sell insurance and fixed annuities and receive commissions and renewal compensation, a relationship the firm discloses in advance. It is also atypical for an independent advisor of this size to operate primarily on a nondiscretionary basis; coupled with a small client base and hands‑on service model, this structure means clients retain direct control over implementation while receiving ongoing advisor oversight.
Client services
Expertise
Fee options
$0 - Above: 1.00% annually
Commissions earned from insurance products sold by firm principal as a licensed insurance agent
$250 per hour for financial planning
Fee-only: $250 per hour for financial planning, billed in 10-minute increments
Main office
Poway CA
Advisors at this office
1
Most active in
California
Also doing business as
Bileckyj, Adam Peter · Brightway Wealth Planning
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)