Brightworks Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$84,334,106
Clients
136
15% 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
136
Very HighAverage account size
$620,104
About
The firm provides wealth management, investment management, financial planning, retirement plan consulting, and educational seminars to individuals, high‑net‑worth clients, employer plan sponsors, and businesses. Services are offered through both ongoing and project‑based planning engagements alongside continuous discretionary portfolio management.
Its investment process centers on asset allocation informed by Modern Portfolio Theory and uses a mix of passive and active strategies, with the option to implement third‑party investment managers and model portfolios. Financial planning is integrated with portfolio management and can address cash flow, retirement, estate, insurance, tax planning, and socially responsible investing when requested.
Notably, the firm operates as a fee‑based independent adviser while the principal is a licensed insurance agent and the firm may sell insurance products and receive commissions in addition to advisory fees, a conflict disclosed to clients. The adviser brings an interdisciplinary background with advanced academic training and relies on outside managers and model marketplace implementations as a regular part of its service model.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Co-advisory services with orion portfolio solutions, brinker capital investments and altruist model marketplace
Co-advisory services with orion portfolio solutions, brinker capital investments and altruist model marketplace
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Retired
Fee options
Project-based financial planning fixed fees range from $1,500 to $10,000
$0 - $750,000: 1.00% $750,000 - $1,500,000: 0.75% $1,500,000 - $3,000,000: 0.60% $3,000,000+: 0.50%
May receive commissions from third-party insurance products sold to clients
Project-based financial planning hourly rates range from $250 to $350
Ongoing financial planning fees paid quarterly in advance ranging from $300 to $2,500
Account minimum: $250,000 Minimum fee: Minimum fee for ongoing financial planning is typically $2,000 annually Fee-only: Fixed fees for project-based planning range from $1,500 to $10,000; hourly rates from $250 to $350; ongoing planning fees from $300 to $2,500 quarterly
Main office location
Brightworks Financial Planning LLC
203 West Main Street Suite C 1
Lexington SC 29072, United States
Number of offices
1
Most active in
Brightworks Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas
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.
-
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
Quick links
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