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 is an independent, fee‑based single‑advisor firm that provides wealth management, investment management, and both ongoing and project‑based financial planning to individuals, high‑net‑worth clients, employer retirement plans, and small businesses. The firm delivers portfolio management for individual clients, retirement plan consulting, and occasional educational seminars, generally charging percentage‑of‑assets advisory fees for managed accounts. The firm constructs diversified asset‑allocation portfolios using a combination of passive and active strategies and may implement client strategies through third‑party managers, turnkey model providers, and a custodial model marketplace. It offers specialty approaches—including ESG/sustainability options, tax‑aware long/short separately managed accounts, real‑estate vehicles such as REITs and Delaware Statutory Trusts, and discussions of digital assets—while typically exercising discretionary trading authority for managed accounts. What is distinctive about the firm is its insurance affiliation: the principal is a licensed insurance agent and the firm may receive commissions for life, disability, or variable annuity products, a conflict disclosed in the brochure and less common among independent advisers. The firm also provides estate‑planning implementation through a third‑party vendor with subsidized or fee‑waived options (and optional binder/notary services) and manages a relatively large asset base for a single‑advisor practice, factors that shape its use of outside managers and custodial model platforms.

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
Forest Dutton	Lexington, SC	3

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support