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Brightside Wealth Planning, LLC

Updated today

Client assets under management

$83,903,634

Clients

188

19% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

94

High

Average account size

$446,296

About

Brightside Wealth Planning serves individual clients, including high-net-worth households, providing financial planning, consulting, and discretionary wealth management. As of December 31, 2025 the firm reported about $83.99 million in discretionary assets under management across roughly 188 client relationships and can advise on held-away assets such as variable life insurance, annuities, employer-sponsored retirement plans and 529 plans.

The firm’s investment approach is primarily passive and grounded in modern portfolio theory, using index mutual funds and ETFs to build diversified portfolios while also applying fundamental and technical analysis as appropriate. Brightside supplements its in-house management by allocating to independent managers and by participating in a third-party sub-advisory and model program that provides model portfolios and execution services for client accounts.

Brightside is a small, recently established advisory firm led by principals with prior industry experience, including a background in product and relationship roles at a major custodian and asset manager, and it has an ongoing operational and research relationship with that custodian and its affiliated investment programs. The firm receives platform, research and other economic benefits from that relationship, directs clients to use the custodian’s platform and custodial services (including direct fee-debit authority), and also accepts standing letters of authorization that result in limited custody — factors that may influence custody and product recommendations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Wealth management Passive / index investing

Fee options

Fixed

Financial planning and consulting fixed fees range from $600 to $2,500 for one-time fees or $50 to $500 monthly

Percentage

0.40% to 1.50% annually

Other

Minimum fee: Financial planning and consulting fixed fees range from $600 to $2,500 for one-time fees or $50 to $500 monthly

Main office location

Brightside Wealth Planning, LLC

3477 Corporate Parkway, Suite 100

Center Valley PA 18034, United States

Number of offices

3

Most active in

New Jersey · North Carolina · Pennsylvania · Texas

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

Ralph W

Series 66

Center Valley, PA

Brightside Wealth Planning, LLC

Ralph Wasiakowski is a financial advisor at Brightside Wealth Planning, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC for 12 years. Brightside Wealth Planning is a small, supported registered investment adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary wealth management. The firm employs diversified, passive portfolios guided by modern portfolio theory and integrates operational support and model portfolios through SEI.

General retirement planning Wealth management Passive / index investing
user avatar

Nicole W

Series 66

Center Valley, PA

Brightside Wealth Planning, LLC

Nicole Wasiakowski is a financial advisor at Brightside Wealth Planning, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at SEI Investments and LPL Financial. Outside of her advisory role, she serves as a fundraising coordinator for the St Thomas More Soccer Club, a nonprofit organization in Allentown, PA. Brightside Wealth Planning is a supported registered investment adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary wealth management. The firm focuses on diversified, passive portfolios using mutual funds and ETFs, supplemented by fundamental and technical analysis, and integrates operationally with SEI through model portfolios and technology platforms.

General retirement planning Wealth management Passive / index investing
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