Greenlight Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,356,573
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Debt management
Retirement withdrawal strategies
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 location
Greenlight Financial Planning, LLC
Culver City CA, United States
Number of offices
1
Most active in
Greenlight Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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