A complete list of active advisors currently associated with Brighton Advisory Group
Warmer can help you find a great advisor at Brighton Advisory Group or one who fits your needs even better.
Brighton Advisory Group works with individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations and business entities, providing comprehensive financial planning across business planning, education funding, retirement, life and health insurance, estate and tax planning, and investment planning. The firm evaluates clients’ existing investments for alignment with objectives but does not analyze individual securities for discretionary management; implementation of recommendations is left to clients and their other advisors. Brighton typically prepares a written presentation or plan following client interviews and document review and offers periodic reviews on request or annually rather than ongoing portfolio management. The firm uses an hourly‑based engagement model with an upfront retainer, may negotiate performance‑based arrangements for qualified clients, and does not custody client funds or accept discretionary trading authority. Compared with many investment‑manager firms, Brighton integrates insurance product sales heavily into its practice and its associated persons may be licensed to sell insurance and receive commissions and incentive awards; it may also offer or participate as a general partner in limited partnerships it recommends. The blend of commissionable insurance brokerage, possible limited‑partnership interests, and hourly planning engagements—instead of a percentage‑of‑AUM billing model—distinguishes its business and compensation mix from typical peers.
To learn more about the advisors currently working at Brighton Advisory Group, 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 |
|---|---|---|
Encino, CA
| 19
|
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