Brightpath Financial, Inc. fees and pricing
Financial planner in Boynton Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Brightpath Financial, Inc. charges $375 an hour and an annual fee of $5,000-$40,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“In such instances, BrightPath’s fee would be $375 per hour.”
- Annual fee
- $5,000-$40,000/yr
“The minimum annual fee is $5,000 and the maximum annual fee is $40,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brightpath Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In no event will Advisor collect more than $500.00 more than six months in advance from any client.”
- “Any fees that have been earned but not yet paid by Client will be due and payable. 5E.”
How Brightpath Financial, Inc.’s fees compare
- Its hourly rate of $375 is above the Florida median of $288. 74% of the 372 other Florida planners that publish an hourly rate charge less.
- Its annual fee of $5,000-$40,000 is above the Florida median of $4,800. 91% of the 97 other Florida planners that publish an annual fee charge less.
About Brightpath Financial, Inc.
“Retirement Planning – BrightPath may work with clients”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Tax 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
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 28
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $47,888,062
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 220517
- Phone
- (872) 249-9300
Other planners in Boynton Beach that publish fees
- Castle Wealth ManagementBoynton Beach$100-$450/hr, $2,500
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.