You define your goals and dreams, and we’ll give you the analysis and strategy to help you achieve them. We provide actionable advice, then let you twist some knobs and pull some levers to get your goals on track.
All your goals matter, big and small. So every goal gets its own risk profile, timeline, portfolio, and investment account.
You've got big plans, we'll help you stay on top of them. Our software uses statistical analysis to track your probability of success, and provides ongoing advice as your priorities shift and the market moves.
We’ll provide several suggestions to keep your goals on track, like tweaking the target date, linking accounts, or adjusting contributions.
We design an investment strategy for each goal based on your time frame, income needs, and risk tolerance. Open a BrightPlan Investment Account and we'll automate the essentials:
BrightPlan streamlines your financial life. Track all your account balances automatically by linking bank, investment, credit card, and loan accounts from over 10,000 financial institutions to get powerful insights on your financial situation.
A better way to budget:
Opened at TD Ameritrade. Managed by BrightPlan. Owned by you.
BrightPlan Investment Accounts are opened at TD Ameritrade Institutional, a third-party custodian safeguarding more than $1.1 trillion of assets. Through TD Ameritrade, cash and securities in BrightPlan Investment Accounts are each protected by $500,000 of insurance.
Cash in BrightPlan Investment Accounts is held in a TD Ameritrade FDIC Insured Deposit Account (IDA). Balances in an IDA are held at one or more banks where they are insured by the FDIC against bank failure for up to $250,000 per depositor, per bank. Each bank will have separate FDIC coverage of up to $250,000 per depositor for up to $500,000 total per IDA depositor. TD Ameritrade, Inc. is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account protected up to $500,000, which includes a $250,000 limit for cash. For details, please see www.sipc.org. Learn More
TD Ameritrade and BrightPlan, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
Achieving your goals starts with a personalized plan. BrightPlan guides you through creating your financial goals, advises you on each step to take to achieve them, and automates investing in them.
Our financial planning approach was developed with our sister company Plancorp, a Registered Investment Advisor with over 30 years of experience and $4 billion under management.
Chat with a Financial Advisor from Plancorp when you open a BrightPlan Investment Account with as little as $500. These advisors work with high net worth individuals daily to help them reach their goals. Now they can be your money mentor too.
BrightPlan recommends a unique investment strategy for each of your goals. Open a BrightPlan Investment Account to access sophisticated, automated investing based on Nobel Prize-winning research. You can also apply our strategy to your existing investments, e.g. your 401(k).
The first digital advisor certified by the Centre for Fiduciary Excellence (CEFEX). We're constantly looking out for you, not for kickbacks or hidden fees.
BrightPlan is part of a group of Registered Investment Advisors (RIAs) that offer evidence-based, low-cost funds from Dimensional Fund Advisors. Many RIA’s only work with clients who have a fortune to invest, BrightPlan works with everyone.
Recognized by the best
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. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.
© 2024 BrightPlan LLC
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. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.