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PLAN

A personalized roadmap to reach your financial goals.

 

INVEST

Automated investing with a customized strategy for each goal.

 

TRACK

Daily financial account analysis and goal progress reports.

Plan for a beautiful life

Tell us a bit about yourself and we’ll send you an email to start

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We do not sell your data. We only use your information to provide our services

THE FINE PRINT

[1] Consult with a Certified Financial Professional from our sister company Plancorp
[2] All Investments are subject to custodial and fund fees. All funds in BrightPlan portfolios have a lower average expense ratios than their Morningstar category (as of 12/30/2017) 0.5% annual management fee on the balance above $50,000 in BrightPlan Investemnt Accounts.

Introducing your new retirement planner.

You define your goals and dreams, and we’ll help you achieve them. It’s easier than you’d imagine. Watch the video, you’ll be surprised.

 

A custom plan for every goal.

You know where you want to go, we'll show you how to get there. We design a personalized investment plan for your retirement goal. Apply our strategy to your existing 401(k) or open a BrightPlan Individual Retirement Account (IRA) to put your plan on auto-pilot.

Jeffrey's Goals

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How is BrightPlan different?

1

Plan first, then invest

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.

2

Time-tested advice

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.

3

Speak to real people

Chat with a Certified Financial PlannerTM Professional from Plancorp when you open a Traditional, Roth, Rollover IRA, or other investment account with BrightPlan. Plan confidently by learning which accounts to invest in, how to allocate funds in your 401(k), when to take social security, and more.

4

Invest in your goals

Don't just save for your goals. Invest in them. BrightPlan recommends an investment plan for each of your goals, balancing risk and return to meet your objectives. You can apply our strategy to your existing investments e.g. your 401(k), or automate your plan in a BrightPlan Investment Account.

5

Exclusive investments

BrightPlan is part of a group of Registered Investment Advisers (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.

6

On your side

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

Secure Your Funds. Secure Your Future.

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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