Brightplan LLC
Firm details
- Headquarters
- San Jose, California
- CRD number
- 283790
- Registered since
- August 4, 2016
- Website
- www.brightplan.com
- Fee structure
- Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Brightplan LLC is an SEC-registered limited liability company that provides financial planning and the selection of other advisers. The firm has been registered since 2016 and operates across multiple states. Brightplan charges fixed fees for its services and is identified as a capital allocator, which indicates it places client capital with external managers in addition to offering planning advice. The firm is not characterized as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Marthin De Beer
Founder and CEOCRD 6688800
Naomi Kantrowitz
Chief Compliance Officer & CounselCRD 5135765
Contacts
3 of 6
Luis Amato
Financial AdvisorCRD 7674761
Daniel Stokes
Financial PlannerCRD 6523395
Chantal Hersey
Financial Wellness CoachCRD 6392111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Jose, CA
Santa Clara
Location
San Jose, CA
Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 333 W San Carlos St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
James A. Jimenez
RIASan Jose, CA
Financial Planning Consultants, LLC
RIASan Jose, CA
Heckman Financial & Insurance Services, Inc.
RIASan Jose, CA
Family Wealth Consultants, Inc.
RIASan Jose, CA
TTP Investments, Inc.
RIASan Jose, CA
Clarity Wealth Advisors
RIASan Jose, CA