BrightPath Wealth Planning, LLC

Retirement Planning Firm in Camarillo, CA

Firm Info
Address: 5999 Ridge View St Ste B, Camarillo, CA 93012, USA
Phone: (805) 764-0335

Firm Size
Assets Under Management: $141.4 million
# of Advisors: 1
# of Clients: 293
Client to Advisor Ratio: 293:1
Average Account Size: $482,715
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Brightpath Wealth Planning, LLC Overview

Brightpath Wealth Planning, LLC is a fee only investment advisory firm founded in 2021 with its headquarters located in Camarillo, CA. As an investment advice only firm, it provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisors to its clients. With a focus on fee only arrangements, Brightpath Wealth Planning, LLC seeks to provide unbiased investment advice that is not influenced by commission or other incentives. Its services are tailored to meet the specific needs of its clients and help them achieve their financial goals. Whether it's planning for retirement, managing investments, or consulting on pensions, Brightpath Wealth Planning, LLC is committed to providing its clients with sound financial advice that is backed by years of experience in the industry and a strong focus on client satisfaction.

BRIGHTPATH WEALTH PLANNING, LLC is dedicated to providing top-quality financial planning services to a diverse range of clients. Their clientele includes individuals seeking to enhance their financial wellbeing, high net worth individuals seeking advanced wealth management, and pension or profit sharing plans aiming to optimize their investments. BRIGHTPATH WEALTH PLANNING, LLC understands that each client's needs are unique, and therefore they offer a variety of fee structures to suit their clients' demands. Clients can choose between percentage of AUM, hourly, or fixed fees, depending on the services they require. The percentage of AUM fee structure typically charges a percentage of the client's assets under management, and is often used for investment management services. Hourly fee structures, as the name suggests, charge a set hourly rate for financial planning and consultation services. Fixed fees, on the other hand, charge a predetermined amount for specific services, such as tax planning or estate planning. At BRIGHTPATH WEALTH PLANNING, LLC, clients can rest assured that they will find a fee schedule that conforms to their financial goals and preferences.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of BrightPath Wealth Planning, LLC, the firm does not mention any specific investment minimum. Therefore, it can be assumed that the firm does not impose a minimum investment requirement for their services. However, potential clients are advised to review the firm's Form ADV, which may contain additional information on investment minimums.

How This Office Can Help Camarillo, CA Residents

BrightPath Wealth Planning, LLC offers tailored financial planning services to clients in Camarillo, CA, helping them navigate the various financial challenges they may face. Camarillo is a growing community, home to a mix of families, retirees, and working professionals. BrightPath provides financial guidance to help individuals in each of these groups meet their specific financial goals. For families, BrightPath can assist with college funding, estate planning, and retirement savings strategies. Retirees often need guidance with retirement income planning, Social Security optimization, and long-term care planning. Working professionals may need help with budgeting, debt management, and investment planning. By offering customized financial solutions tailored to each client’s unique situation, BrightPath Wealth Planning, LLC can help Camarillo residents achieve financial peace of mind.


Services Offered by Brightpath Wealth Planning, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Brightpath Wealth Planning, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5999 Ridge View St Ste B, Camarillo, CA 93012, USA
Phone (805) 764-0335
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Brightpath Wealth Planning, LLC is registered to service clients in the following states:

  • California

Disciplinary History

Brightpath Wealth Planning, LLC does not have any disclosures. Please visit it's Form ADV for more details.