Brightway Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,414,698
Clients
19
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$179,721
About
Brightway Wealth Planning serves individuals (including high-net-worth clients), as well as small businesses and corporations, offering customized financial planning, investment consultation, nondiscretionary portfolio management, and periodic educational workshops. Its planning work covers retirement and tax planning, asset allocation, cash‑flow and debt analysis, estate and risk‑management reviews, and targeted engagements such as divorce or business consultation.
The firm’s investment approach combines Modern Portfolio Theory with a Core + Satellite framework, aiming for globally diversified, tax‑efficient portfolios that use passive index exposures as the core and selective active satellites. Portfolios are managed on a nondiscretionary, long‑term buy‑and‑hold basis with client‑specific investment guidelines and scheduled reviews that require client approval for trades.
Noteworthy differences from many peers include the principal’s activity as a licensed insurance agent who may recommend and sell insurance and fixed annuities and receive commissions and renewal compensation, a relationship the firm discloses in advance. It is also atypical for an independent advisor of this size to operate primarily on a nondiscretionary basis; coupled with a small client base and hands‑on service model, this structure means clients retain direct control over implementation while receiving ongoing advisor oversight.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
General estate planning guidance
Charitable giving & philanthropy
Fee options
$0 - Above: 1.00% annually
Commissions earned from insurance products sold by firm principal as a licensed insurance agent
$250 per hour for financial planning
Fee-only: $250 per hour for financial planning, billed in 10-minute increments
Main office location
Brightway Wealth Planning
Poway CA, United States
Number of offices
1
Most active in
Brightway Wealth Planning 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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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