Brightpath Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Refunds will be calculated based on amount of time spent at $400 per hour.”

Flat or project fee

$2,400⁠-⁠$4,800

“Services are offered based on a flat fee between $2,400-$4,800.”

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

How Brightpath Wealth Advisors LLC bills

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

• “Fees are billed monthly or quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “When assets are managed by Prosperity Capital Advisors fees are deducted from the Client account monthly in advance based on the average daily balance from the preceding month.”

How Brightpath Wealth Advisors LLC’s fees compare

• Its hourly rate of $400 is above the Maryland median of $300. 72% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $2,400-$4,800 spans the Maryland median of $4,335. 47% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Brightpath Wealth Advisors LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2012 (14 years).

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

3% a year

Clients

182

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$69,613,148

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

164209

Website

brightpathgroup.com (opens in new tab)

Phone

(443) 274-6100

Can advise clients in 3 states: Florida, Maryland, North Carolina

Other planners in Crofton that publish fees

• Emerson James Advisors LLCCrofton$250/hr, $2,400⁠-⁠$10,000
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300

Compare all 302 planners in Maryland