Brightworks Financial 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

$250⁠-⁠$350/hr

“Our hourly rate range is $250-$350.”

Flat or project fee

$175⁠-⁠$475

“binder sent and shipped for a one-time cost paid to BFP of $175 mobile notary services only for a one-time cost paid to BFP of $375 for will based plan or $475 for a trust based plan.”

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

How Brightworks Financial Planning LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in advance ranging from $300 to $5,000.”

How Brightworks Financial Planning LLC’s fees compare

• Its hourly rate of $250-$350 is above the South Carolina median of $250. 55% of the 69 other South Carolina planners that publish an hourly rate charge less.
• None of the 2 other planners in Lexington that publish an hourly rate charge less.
• Its flat or project fee of $175-$475 is below the South Carolina median of $3,000. 3% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• None of the 3 other planners in Lexington that publish a flat or project fee charge less.

About Brightworks Financial Planning LLC

• Principal: Forest Dutton
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• 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

136

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$84,334,106

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

170394

Website

instagram.com/brightworks_financial_planning/?next=%2F (opens in new tab)

Phone

(803) 727-8782

Other planners in Lexington that publish fees

• Better Things Financial Partners LLCLexington$5,000
• CMC Wealth Management, LLCLexington$200⁠-⁠$500/hr
• Limehouse Wealth Management LLCLexington$1,000⁠-⁠$10,000
• Wayfinder Wealth Warriors LLCLexington$500/hr, Up to $20,000

Compare all 5 planners in Lexington