Brightpath is a flat-fee, fee-only planning firm. No commissions, no percentage of your assets, no products — just a clear plan and a real planner, for one transparent price.
Maxed the 401(k), built the index portfolio, read the books. Now the questions are bigger than the spreadsheets.
Five years out and suddenly it's real. Social Security, Roth windows, healthcare — the decisions are now, not someday.
RSUs, options, ESPP, a concentrated position that grew faster than the plan did. Time to make it deliberate.
That's the whole number. Not a percentage that grows with your accounts, not an hourly meter, no surprise line items. Planning and investment guidance, for one flat fee.
Thirty free minutes. You share where you are; we tell you honestly if we can help — and what it costs (you already know).
We gather the full picture and build your plan: cash flow, taxes, investments, equity comp, insurance, estate.
A plain-English plan with a prioritized action list — then twice-a-year reviews and unlimited questions in between.
"Knowing the fee upfront changed everything. For the first time, the advice felt like it was actually for us."A Brightpath client couple · planning together since 2022
Marcus spent a decade inside big brokerages watching good advice lose to sales targets. He founded Brightpath to do it the other way: flat fee, full transparency, and a planning relationship that doesn't depend on where your money sits.
You'll work with Marcus directly — not a junior associate, not a rotating team. Every plan, every review, every question.
A percentage fee means your costs rise with your savings even when the work doesn't. A flat fee means we get paid for planning, not for gathering your assets — and you always know exactly what you're paying.
We build the strategy and you can implement it anywhere — or we'll handle the implementation at a low-cost custodian if you'd rather not. Either way, the fee doesn't change.
We offer a one-time comprehensive plan engagement for exactly this. Many clients start there and move to ongoing later — no pressure either way.
Thirty minutes, free, no prep. You talk, we listen, and you leave knowing whether this is a fit — and the exact cost if it is. No follow-up sequence, no pressure.
A free 30-minute intro call. Bring your questions — you already know the price.
Book your free intro call