Brightpath Wealth Planning, Llc
Camarillo, California
BrightPath Wealth Planning, LLC, headquartered in Camarillo, CA, is a small investment advisory firm with a strong focus on delivering personalized wealth management solutions. With two offices, they serve a diverse client base, providing comprehensive financial planning services tailored to each client's unique needs and goals.
Led by a team of seasoned professionals, BrightPath Wealth Planning, LLC boasts a total of four dedicated employees. Their team includes experienced advisors who offer expert investment advisory services, ensuring clients receive trusted guidance in navigating the complexities of the financial markets.
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Assets Under Mgmt
$129.55M
Investment Professionals
1
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Articles
Articles
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