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Plan first

The minds behind the money

A team of experienced advisors

Our advice comes from close collaboration with our strategic partner Plancorp, one of the nation’s top Registered Investment Advisors. For over 35 years Plancorp has been planning, advising and managing investments for high-net-worth individuals and institutional clients.¹

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A human touch.

Get professional advice

Sometimes, you just want to talk to a pro. That’s why BrightPlan combines the power of algorithms with human advisors. What can you discuss?

  • Stock options and equity incentives
  • How to maximize your company benefits
  • Prioritizing investing for a downpayment, children's education, and other life goals
Advisors

Your complete financial advisor 

The digital experience and human advisors give everyone access to affordable fiduciary advice to reach their financial goals.

When choosing an advisor, it's all about trust. The three pillars of trust are philosophy, experience and certification. BrightPlan has an intriguing service offering in this respect.

Robert Merton

Nobel Prize-Winning Economist, Professor at MIT

Plancorp by the numbers

$4,200,000,000+

Billions in assets under management

99% retention

Our clients stick with us

 

12 years of certification

Approved by the centre for fiduciary excellence

36 years of experience

We've been around the block

 

Further Reading

[1] See some of the recent accolades Plancorp has received here 

 

Disclosures: 

Plancorp's ADV Part 2 and Form CRS

Recognized by the best

Logos for Forbes, Wall Street Journal, CNN Money, HR Technologists, 401K Specialist

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.