Brightpath Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our maximum negotiable fixed fee is $5,000 and our negotiable hourly fee is $250.”

Flat or project fee

$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Brightpath Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients have the option to pay by check, ACH payment, or through a third-party billing system.”
• “If requested by the client, we may also invoice the client directly for the payment of fees in lieu of a direct deduction from the client’s account.”
• “The fee is negotiable and the exact fee paid by you will be stated in the client agreement signed by you and us.”

How Brightpath Financial Advisors, LLC’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Pennsylvania median of $3,650. 57% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Brightpath Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

2

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$204,447

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327329

Phone

(516) 375-1189

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

Compare all 621 planners in Pennsylvania