Advisor at BrightPath Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BrightPath Financial, Inc.
Location
Boynton Beach, FL
Credentials
CFP®, CFA®, Series 65
Industry experience
10 years
Harlan Freeman is a CFP®, CFA®, and Series 65 credentialed financial advisor with 10 years of industry experience. He is the sole advisor at BrightPath Financial, Inc. and previously worked at Trinity Financial Advisors LLC from 2017 to 2021. BrightPath Financial, Inc. is a fee-only registered investment adviser serving individuals and families, including business executives, professionals, and retirees. The firm provides comprehensive financial planning and investment management, emphasizing customized portfolios that use academically supported strategies with a tilt toward passive management and selective active management in specific asset classes.
Based on BrightPath Financial, Inc.
Based on BrightPath Financial, Inc.
$0 - $1.2 million: Greater of $5,000 or 0.95% of assets $1.2 million - $1.7 million: Greater of $11,000 or 0.80% of assets $1.7 million - $2.2 million: Greater of $13,000 or 0.70% of assets $2.2 million - $3.2 million: Greater of $15,000 or 0.60% of assets $3.2 million - $4.2 million: Greater of $19,000 or 0.50% of assets $4.2 million - $8.0 million: Greater of $21,000 or 0.40% of assets $8 million+: Greater of $32,000 or 0.35% of assets
$375 per hour for services outside the scope of the engagement agreement.
Minimum fee: Minimum annual fee of $5,000 Fee-only: Fee-only financial planning and investment management services; no commissions accepted.
Boynton Beach, FL
Florida · Illinois
Trinity Financial Advisors LLC
2017 - 2021 (4 years)
Brightpath Financial Inc.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Verified by Warmer
CFP®
Boca Raton, FL
Advise Financial
With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
Series 66
Atlantis, FL
Aurelia Capital Advisors, Inc.
CFP®, Series 66
Highland Beach, FL
Grow Planning, LLC
Series 65
Boynton Beach, FL
Leslie Gale Advisors, LLC
Series 63, Series 65
Boca Raton, FL
Ideas in Finance
Series 63, Series 66
Boca Raton, FL
Sikes Financial Services, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")