Brightworks Financial Planning LLC

Brightworks Financial Planning LLC (CRD# 170394) is a financial advisory firm headquartered in , . They manage $71,000,000 in 175 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.instagram.com/brightworks_financial_planning/?next=%2f
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $405,714
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC, TX

Financial Advisors at Brightworks Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Poole, financial advisor Columbia SC
David N. Poole
CRD#: 2021208
Columbia, SC

David Poole (CRD# 2021208) is an Investment Advisor Representative working at Brightworks Financial Planning LLC in Columbia, SC and has over 32 years of experience in the finance industry.

2
Forest Dutton, financial advisor Columbia SC
Forest W. Dutton
CRD#: 7661301
Columbia, SC

Forest Dutton (CRD# 7661301) is an Investment Advisor Representative working at Brightworks Financial Planning LLC in Columbia, SC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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