As the first digital advisor certified for fiduciary excellence, we're looking out for you, not for sales commissions, kickbacks or hidden fees.
financial planning subscription,
paid by your employer
investment management fee.
Yes, only 21 cents a month per $1000 invested1
BRIGHTPLAN MONTHLY FEES |
|
---|---|
Planning subscription fee |
$20.00 |
Investment management fee |
$0 |
Total BrightPlan fees per month |
$20.00 |
BrightPlan guides you through creating your financial goals, advises you on each step to achieve them, and automates investing in them.
Gain access to Financial Advisors from Plancorp when you invest with BrightPlan. These advisors work with high net worth individuals daily to help them reach their goals.
All your goals matter, big and small. So every goal gets its own risk profile, timeline, portfolio, and investment account.
Funds from Dimensional Funds Advisors were reserved for the wealthy. Now with BrightPlan you can invest in them with just $500.
As 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.
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.
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.