BRIGHTWORKS FINANCIAL PLANNING LLC

Overview

Brightworks Financial Planning LLC is an independent, owner-operated registered investment adviser structured as an LLC that serves individual and family clients. The firm combines fee-based investment advisory work with insurance brokerage services and offers a mix of fee arrangements (percentage of AUM, hourly fees and fixed fees). Core advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. Brightworks is identified as a capital allocator and is flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives