A complete list of active advisors currently associated with Brightworks Financial Planning LLC
Warmer can help you find a great advisor at Brightworks Financial Planning LLC or one who fits your needs even better.
Brightworks Financial Planning, LLC serves individuals, high-net-worth clients, and employer retirement-plan sponsors with integrated wealth management, investment management, financial planning, retirement-plan consulting, and educational seminars. The firm operates on a fee-based model that commonly uses percentage-of-AUM billing for discretionary portfolios and discloses it may also receive commissions from third-party insurance companies for life, disability, or variable annuity products because a principal is a licensed insurance agent. The firm pairs ongoing and project-based financial planning with discretionary portfolio management, developing client-specific investment policies, asset-allocation targets, and monitoring plans over time. Implementation may combine passive and active strategies and often uses third-party managers and model platforms (for example, Orion, Brinker Capital, and the Altruist model marketplace) while allowing clients to impose reasonable investment restrictions. Compared with many solo independent advisers, Brightworks manages roughly $84 million in discretionary assets for about 136 clients and offers formal estate-planning implementation coordination (including third‑party vendor use and optional binder/notary services). The firm’s leadership holds CFP certification plus an MS in Financial Planning, an MBA, and a clinical doctorate and has experience in both academia and the broker-dealer channel, a mix that is atypical for firms of this size and structure.
To learn more about the advisors currently working at Brightworks Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lexington, SC
| 3
|
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