BRIGHTPLAN LLC

Overview

Brightplan LLC is a small, multi-state registered adviser organized as a limited liability company and operating since 2016. Its stated advisory focus is financial planning and the selection of other advisers rather than large-scale in-house portfolio management. The firm is identified as a capital allocator, meaning it directs client capital to outside managers and vehicles rather than concentrating on proprietary product lines. Brightplan charges fixed fees for its services and does not describe itself as an active ESG investor. As a multi-state adviser, it maintains a presence across several states while positioning its value proposition around planning and manager selection rather than traditional asset-gathering or pension consulting.

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Location & Offices