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Introducing your new financial planner.

Before you can cruise around with the top down, elevate the way you invest for your goal with the help of BrightPlan's software and a Certified Financial Planner®.

 

Custom Investment Plans

You know where you want to go, we'll show you how to get there. Our algorithms provide each of your goals with a custom investment plan. Looking for hands off investing? Open a BrightPlan Investment Account to put your plan on auto-pilot.

Jeffrey's Goals

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How is BrightPlan different?

1

Goals based, not investment led

BrightPlan moves beyond the narrow thinking of a “net worth target” to create a unique strategy for each of your goals. Every goal has its own risk profile, timeline, portfolio and investment account.

2

Time-tested advice

Our approach was developed with our sister company Plancorp, an award-winning Registered Investment Advisor with over 30 years of experience and $4 billion under management.

3

Speak to real people

Your plan grows with you. Clients can speak with a Plancorp Certified Financial Planner® about their plan and ask questions about life events like getting married, buying a home, or having a child.

4

Invest with us (or don't)

You aren't required to invest a dime with BrightPlan. Start with a plan and only invest with us when you’re impressed with us. Until then, track your finances by linking bank, investment, credit card, and loan accounts to your plan. We support 15,000 financial institutions.

5

Exclusive investments

BrightPlan is part of a select group of Registered Investment Advisers (RIAs) who offer evidence-based, low-cost funds from Dimensional Funds Advisors. Most RIA’s only work with clients who have millions to invest, BrightPlan works with everyone.

6

Always on your side

The first digital advisor certified by the Centre for Fiduciary Excellence (CEFEX). We're constantly looking out for you, not for sales commissions, kickbacks or hidden fees.

We Don't Touch Your Money

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.

TD Ameritrade SIPC FDIC

PUTTING YOU FIRST

The first digital advisor certified for fiduciary excellence.

We're always looking out for you, not for sales commissions, kickbacks or hidden fees. Certification by the Centre for Fiduciary Excellence (CEFEX) means we adhere to the highest standards to act in your best interests.

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