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BrightPath Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$204,447
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$102,224
About
BrightPath Financial Advisors, LLC is a registered investment adviser that provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. As of December 31, 2024 the firm reported approximately $165,448 in discretionary assets under management and offers advice on held‑away accounts and retirement‑plan rollovers.
The firm constructs diversified asset‑allocation models and applies fundamental, technical and cyclical analysis to implement and supervise portfolios, typically under discretionary authority while permitting written client restrictions or limited non‑discretionary arrangements. Services include written financial plans, ongoing plan‑maintenance options, and a range of investment strategies from long‑term purchases to shorter‑term trading and covered option writing.
What distinguishes the firm from many peers is its inclusion of insurance analysis and recommendations within its financial planning process and disclosure of vendor and product‑sponsor relationships, reflecting activities beyond pure securities advice. The brochure also documents that BrightPath will advise business entities and employer‑sponsored plans or held‑away institutional‑type accounts — a client mix and product scope that is relatively uncommon among independent advisers of this size.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Options & derivatives strategies
Fee options
Fixed fees up to $5,000 for financial planning services; ongoing plan maintenance fees up to $350 per month.
up to 2%, negotiable
Up to $250 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Fixed fees up to $5,000 for financial planning; hourly fees up to $250/hour; ongoing plan maintenance fees up to $350/month.
Main office location
BrightPath Financial Advisors, LLC
Etters PA, United States
Number of offices
1
Most active in
BrightPath Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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