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BRIGHTWORKS FINANCIAL PLANNING LLC
CRD 170394
203 WEST MAIN STREET SUITE C-1, LEXINGTON, SC, 29072, United States
Phone
803-727-8782
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$84.3M
Discretionary AUM
$84.3M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsCO-ADVISORY SERVICES WITH ORION PORTFOLIO SOLUTIONS, BRINKER CAPITAL INVESTMENTS AND ALTRUIST MODEL MARKETPLACE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $49.1M |
| High net worth individuals | 21 | $35.3M |
All web addresses on file
Official SEC filing: View on IAPD