BrightPath Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,888,062
Total clients
28
61% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$1,710,288
About
BrightPath Financial, Inc. provides comprehensive financial planning and investment management primarily for individuals and families, with a notable portion of its client base comprised of business executives, professionals, and retirees. Services include integrated retirement, tax, estate, insurance and employee-benefit planning, investment advice, and occasional in-house tax return preparation.
The firm primarily operates on a non-discretionary basis, delivering recommendations that require client approval and typically meeting one to three times per year to review plans and execute client-directed transactions. Its investment approach is tax-aware and evidence-informed, favoring passive strategies for many asset classes while employing selective active allocations in areas such as fixed income, small-cap, emerging markets, real estate and alternatives.
As a solo, fee-only practice, BrightPath is led by a principal with advanced credentials in accounting, investment analysis, and financial planning, and brings extensive experience in accounting and business transactions to client engagements. Compared with many independent peers, the firm is distinctive for managing the majority of client assets non-discretionarily and for bundling tax preparation and broad financial-planning services alongside portfolio advice.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$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.
Main office location
BrightPath Financial, Inc.
Boynton Beach FL, United States
Number of offices
1
Most active in
Florida · Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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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