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Not all financial professionals are legally required to work in their clients' best interests. Many sell products; an inherent conflict.
BrightPlan is a Registered Investment Advisor (RIA) and is legally required to act as a fiduciary to clients.
Certification by the Centre for Fiduciary Excellence (CEFEX) verifies that we adhere to the highest standards.
BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC.
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