BrightPath Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$201,378,168
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
127
50% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
127
Very HighAverage account size
$1,585,655
About
BrightPath Wealth Planning, LLC serves individuals (including high-net-worth clients), trusts, estates, businesses, charitable organizations, and retirement plans, providing discretionary wealth management, portfolio management, and both project-based and ongoing financial planning. The firm also offers retirement-plan advisory services in both ERISA 3(21) advisory and 3(38) discretionary roles and may implement portions of portfolios through unaffiliated independent managers.
BPWP’s investment approach is long-term and grounded in Modern Portfolio Theory, with portfolios built largely from low-cost, passive mutual funds and ETFs complemented as needed by individual stocks, bonds, and alternative investments; the firm emphasizes strategic asset allocation, periodic rebalancing, and risk-based portfolio construction. BPWP outsources fixed-income management and back-office modeling at times (notably engaging Buckingham Strategic Partners) and provides continuous monitoring and periodic client reviews.
A distinguishing feature in BPWP’s brochure is its use of borrowing secured by client assets: the firm may introduce clients to non-purpose lines of credit such as the Schwab Bank Pledged Asset Line and continues to manage collateralized assets while charging advisory fees, a practice the disclosure notes as a potential conflict and describes with associated risks (e.g., reductions in available credit, margin-driven liquidations, tax considerations). The firm is a single-advisor practice managing over $200 million in client assets and maintains institutional relationships (Schwab, Fidelity via Buckingham, DFA software) that support trade execution, access to certain investments, and operational support.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Passive / index investing
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Project-based financial planning fixed fees range from $1,500 to $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Financial planning services hourly rate of $325 per hour
Ongoing financial planning services charged quarterly fees ranging from $200 to $500
Account minimum: $750,000 Minimum fee: Minimum annual fee of $7,500 generally required Fee-only: Wealth management fees based on tiered schedule; financial planning fees on hourly, fixed, or ongoing quarterly basis; retirement plan advisory fees up to 0.90% annually
Main office location
BrightPath Wealth Planning, LLC
5999 Ridge View Street, Suite B
Camarillo CA 93012, United States
Number of offices
1
Most active in
BrightPath Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
California
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 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.
Quick links
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")