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Brightscape Investment Centers

Updated today

Client assets under management

$128,379,395

Clients

123

32% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

31

Low

Average account size

$1,043,735

About

Brightscape Investment Centers provides financial planning and investment management to individuals, trusts and estates. Services described in the brochure include comprehensive financial planning (using client data packages and financial-planning software), portfolio management on both discretionary and non-discretionary bases, and access to separately managed accounts for customized objectives.

The firm’s process centers on an Investment Policy Statement and goal-based planning tailored to each client’s risk rating, with quarterly reviews and rebalancing and an economic/business-cycle overlay used to adjust asset allocations. Portfolios emphasize low-cost index mutual funds and ETFs across factors and geographies, and may incorporate alternative exposures—REITs, commodities, managed futures, momentum strategies and limited-liquidity interval funds—to seek diversification benefits.

Notable differences from many peers include Brightscape’s offering of an ongoing subscription option for financial-planning services and the fact that a majority of its AUM is managed non-discretionarily (approximately $84.5 million non-discretionary vs. $46.7 million discretionary as of 12/31/2025). The firm also participates in the Betterment for Advisors wrap program, offers SMAs through a third-party manager for tax or ESG customization, and discloses operational practices such as direct fee deduction and a historically large corporate cash position.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing ESG / Sustainable investing Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Fixed

$500 to $10,000, based on complexity of engagement

Percentage

$0 - $100,000: Up to 2.00% $100,001 - $300,000: Up to 1.0% $300,001+: Up to 0.75%

Project-based

$200 to $475 per hour, negotiable

Subscriptions

$100 to $500 per month, negotiable

Other

Account minimum: $100,000 Fee-only: Financial planning fees can be flat/fixed, subscription, or hourly. Hourly fees range from $200 to $475 per hour. Subscription fees range from $100 to $500 per month. Fixed fees range from $500 to $10,000 per engagement.

Main office location

Brightscape Investment Centers

9375 E Shea Blvd, Suite 100

Scottsdale AZ 85260, United States

Number of offices

3

Most active in

Arizona · California · Colorado · Florida · Maryland · Texas · Virginia

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

Kenneth T

CFP®, Series 65

King George, VA

Brightscape Investment Centers

Kenneth Turner is a CFP® with 18 years of industry experience, currently serving as an advisor at Brightscape Investment Centers since 2007. He previously worked at TMB, Inc. for 11 years. Turner holds the Series 65 designation and is based in King George, VA. Brightscape Investment Centers is a four-advisor team managing approximately $104 million in assets for individual and high-net-worth clients. The firm employs a risk-based, goal-oriented investment approach using index funds, ETFs, and alternative assets, with a focus on non-discretionary management and an ongoing subscription planning service.

Wealth management Passive / index investing ESG / Sustainable investing Private / alternative investments Founder/Business Owner
user avatar

Amanda W

Series 65

Scottsdale, AZ

Brightscape Investment Centers

Amanda Wray is a financial advisor at Brightscape Investment Centers with seven years of industry experience. She holds a Series 65 designation and has worked at Brightscape since 2020. Prior to that, she was with Releve Financial Group, Strategic Asset Conservation, and Tailor Made Plans. Outside of advisory work, Amanda manages Wray Properties, LLC, which holds short-term rental investment properties. Brightscape Investment Centers serves individual and high-net-worth clients with financial planning and investment management, focusing on risk-based, goal-oriented asset allocation using index funds, ETFs, and alternative exposures. The firm operates as a four-advisor team and manages approximately $104 million in assets, emphasizing a large portion of non-discretionary accounts and offering subscription-based planning services.

Wealth management Passive / index investing ESG / Sustainable investing Private / alternative investments Founder/Business Owner
user avatar

Eric W

CFP®, Series 65

Miami, FL

Brightscape Investment Centers

Eric Weiss is a CFP® with 26 years of industry experience and is a principal at Brightscape Investment Centers in Miami, FL. He has managed Granite Park Capital, LLC, a venture capital firm he founded in 2013, and Wander, LLC, a development company started in 2019. He has worked at Brightscape since 1999 and has been involved with related entities throughout his career. Brightscape Investment Centers serves individual and high-net-worth clients with financial planning and investment management, focusing on risk-based, goal-oriented asset allocation using index funds, ETFs, and alternative exposures. The firm operates as a four-advisor team and manages approximately $104 million in assets, emphasizing non-discretionary management and offering subscription-based planning services.

Wealth management Passive / index investing ESG / Sustainable investing Private / alternative investments Founder/Business Owner
user avatar

Richard B

CFP®, Series 65

Dallas, TX

Brightscape Investment Centers

Richard Boyles is a CFP® with 21 years of experience in the financial advisory industry. He has been with Brightscape Investment Centers in Dallas, TX since 2004, working as part of a four-advisor team. Brightscape Investment Centers serves individual and high-net-worth clients with financial planning and investment management services. The firm employs a risk-based, goal-oriented asset allocation strategy, primarily using index funds, ETFs, and diversifying alternative exposures, while emphasizing non-discretionary management and offering a subscription planning service.

Wealth management Passive / index investing ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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