BrightHaven Financial Advisors, LLC logo

BrightHaven Financial Advisors, LLC

Updated today

Client assets under management

$56,808,266

Clients

108

0% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

27

Low

Average account size

$526,002

About

BrightHaven provides investment advisory services to individuals, families, trusts, estates, small businesses, and retirement plans, delivering discretionary portfolio management, written financial planning, and consolidated reporting for client-held assets. The firm’s advice covers mutual funds, stocks, bonds, ETFs and, for qualified investors, potential alternative investments.

The firm typically begins client relationships with a written financial plan and then implements portfolios tailored to each client’s objectives and risk profile, with most accounts managed on a discretionary basis and periodic reviews at least annually. Advisors employ fundamental, technical and cyclical analysis, set asset-allocation and rebalancing guidelines, and can include excluded-asset reporting when clients request consolidated investment reporting.

BrightHaven’s brochure discloses affiliations that are uncommon among similar team firms: several advisors are licensed insurance agents through an affiliated independent insurance agency, and the firm is affiliated with a private law practice; those relationships are identified as potential conflicts and clients are not required to use related services. The firm also describes its custodial and research arrangements with its recommended custodian—including receipt and quarterly review of 12b‑1 and soft-dollar benefits and the practice of rebating certain fees—which may influence execution and research resources compared with peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Fixed

$500 to $800 per financial plan

Percentage

$0 - $500,000: 1.50% $500,001 - $2,500,000: 1.25% $2,500,001 - $4,000,000: 1.00% $4,000,001+: 0.75%

Project-based

$150 per hour, billed in 15-minute increments

Other

Account minimum: $500,000

Main office location

BrightHaven Financial Advisors, LLC

200 Russell Street Ne, Ste 300

Huntsville AL 35801, United States

Number of offices

1

Most active in

Alabama

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John G

Series 66

Huntsville, AL

BrightHaven Financial Advisors, LLC

John Gibson is a financial advisor at BrightHaven Financial Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Hightower Securities, LLC and BrightHaven Capital Management, LLC. Gibson also serves as a professor at the University of Alabama-Huntsville. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses by providing discretionary and non-discretionary portfolio management, financial planning, and consolidated investment reporting. The firm customizes portfolios based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis with ongoing monitoring and rebalancing.

Private / alternative investments Founder/Business Owner
user avatar

Geoffrey W

Series 63, Series 65

Huntsville, AL

BrightHaven Financial Advisors, LLC

Geoffrey West is a financial advisor at BrightHaven Financial Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James and Jackson National Life Distributors. Outside of advising, he serves on the advisory board for a student-led investment portfolio at Freed-Hardeman University and is a partner in several businesses, including a physician’s clinic and a coffee company. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses by providing portfolio management, financial planning, and consolidated investment reporting. The firm tailors portfolios based on client goals and risk tolerance, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Private / alternative investments Founder/Business Owner
user avatar

Phillip G

Series 63, Series 65

Huntsville, AL

BrightHaven Financial Advisors, LLC

Phillip Gibson is a financial advisor at BrightHaven Financial Advisors, LLC in Huntsville, AL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BrightHaven since 2022. In addition to his advisory role, he is president of an independent insurance agency and owns a private law practice. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses by providing portfolio management, financial planning, and consolidated investment reporting. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment strategies and managing most accounts on a discretionary basis.

Private / alternative investments Founder/Business Owner
user avatar

William C

CFP®, Series 63, Series 65

Birmingham, AL

BrightHaven Financial Advisors, LLC

William Chappell is a CFP® certificant with four years of industry experience, currently serving at BrightHaven Financial Advisors, LLC in Birmingham, AL. Before joining BrightHaven in 2026, he worked at Raymond James & Associates for four years and held various roles including at the University of South Alabama and Colliers International. Outside of his advisory career, he owns Chop & Roll Commissary Kitchen, a commercial kitchen rental business. BrightHaven Financial Advisors provides portfolio management, financial planning, and consolidated investment reporting for individuals, families, trusts, estates, profit-sharing plans, and small businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a variety of investment vehicles and analytical methods, with most accounts managed on a discretionary basis.

Private / alternative investments Founder/Business Owner
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