Brightplan LLC fees and pricing
Financial planner in San Jose, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 17, 2026, Brightplan LLC charges a monthly fee of $20 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $20/mo
“In the event an employee leaves the employer they may opt to remain a client of BrightPlan and pay the Subscription Fee which is no more than $20 each month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brightplan LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In that case monthly fees are payable in advance and charged to the client’s credit card.”
How Brightplan LLC’s fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Brightplan LLC
- Firm size: 53 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 53
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283790
- Phone
- (408) 933-6188
Can advise clients in 50 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Other planners in San Jose that publish fees
- Align Wealth Management, LLCSan Jose$300-$800/hr, Up to $50,000
- Amaral Financial PlanningSan Jose$500/hr
- Arena Advisors LLCSan Jose$250-$5,000
- Chief Capital Management, IncSan Jose$200/hr
- Concentrum Wealth ManagementSan Jose$350/hr, $2,000-$30,000
- Corinthian Wealth ManagementSan Jose$300-$500/hr, $3,000-$12,000
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.