Greenlight Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greenlight Financial Planning, founded in 2025, provides discretionary asset management through the Betterment Advisor Solutions platform and offers financial planning and consulting services, including one-time and ongoing engagements. The firm also delivers customized financial literacy seminars and speaking engagements for organizations and their employees or clients; those sessions are educational and are not individualized investment advice.
The firm implements goal-based portfolios that leverage Betterment’s automated tools—rebalancing, tax management features (including tax-loss harvesting and “smart transitions”), and the option for advisor-designed custom portfolios built from ETFs and mutual funds—while retaining responsibility for suitability and ongoing oversight. Account reviews are conducted on a periodic basis (at least quarterly) and planning services are coordinated with other professionals as needed, with clients able to impose written investment restrictions.
What is noteworthy for a firm of this profile is the combination of institutional-style platform management with active outreach and education: offering organizational seminars (an uncommon service among similar investment managers) and the documented practice of selecting or referring other advisers or platforms and sharing platform fees. The firm concentrates custody and execution through a single third‑party platform, a structure that it discloses may affect execution and creates explicit referral/fee-sharing relationships that are mitigated through disclosures and verification of recommended advisers’ credentials.
Client services
Expertise
Fee options
One-time financial plan or consultation fees up to $10,000; educational seminars up to $15,000.
Up to 2.0% annually (negotiable)
Ongoing financial planning services charged up to $20,000 annually, billed quarterly or monthly in installments.
Fee-only: Fixed fees for financial planning and consulting services; One-Time Financial Plan or Consultation: Up to $10,000; Ongoing Financial Planning Services: Up to $20,000 annually; Educational Seminar or Speaking Engagement: Up to $15,000; fees are negotiable and agreed upon in advance.
Main office
Culver City CA
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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”)