Brightpath Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“Hourly fees are $325 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“Fixed fees for project-based financial planning range from $1,500 to $5,000.”

Quarterly fee

$200⁠-⁠$500/qtr

“BPWP also offers ongoing financial planning services for a quarterly fee that ranges from $200 to $500.”

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

How Brightpath Wealth Planning, LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarterly, pursuant to the terms of the investment advisory agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Brightpath Wealth Planning, LLC’s fees compare

• Its hourly rate of $325 is above the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Camarillo that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Camarillo that publish a flat or project fee charge less.

About Brightpath Wealth Planning, LLC

• Firm size: 5 employees.
• Founded: 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

1% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

127

Employees

5

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$205,769,926

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

160563

Website

facebook.com/brightpathwealth (opens in new tab)

Phone

(805) 764-0335

Other planners in Camarillo that publish fees

• Advantage Financial ConsultantsCamarillo$125/hr, $250
• Barry F.t. BolkerCamarillo$100⁠-⁠$175/hr, $1,000
• Kane Capital Advisors LLCCamarillo$250/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 7 planners in Camarillo