# Brightplan LLC

> Brightplan LLC is an SEC-registered investment advisory firm in San Jose, CA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated June 17, 2026.

- CRD: 283790
- Filed as: BRIGHTPLAN LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283790
- AdvisorCensus page: https://advisorcensus.com/firm/brightplan-llc-san-jose-ca-283790

## Quick answers

**How is Brightplan LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brightplan LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Brightplan LLC located?**
Brightplan LLC's principal office is in San Jose, CA, according to its Form ADV.

**Is Brightplan LLC registered with the SEC or a state?**
Brightplan LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283790.

**How have Brightplan LLC's assets and staff changed since 2021?**
In the Form ADV data for Brightplan LLC: Regulatory assets under management: $6,174,227 in the October 2021 data and $0 in the October 2023 data, down 100%. Total employees: 35 in October 2021 and 53 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Brightplan LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283790

**Does Brightplan LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 17, 2026 says: "Any client may create goals, receive a recommended asset allocation, and track progress toward goals with BrightPlan on a non-discretionary basis with no account minimums."

**What changed in Brightplan LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 9. Registered or notice-filed in AK, PR, SD, WY.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> Any client may create goals, receive a recommended asset allocation, and track progress toward goals with BrightPlan on a non-discretionary basis with no account minimums.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 53 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brightplan.com
- Facebook @MYBRIGHTPLAN
- Instagram @brightplan
- LinkedIn @brightplan
- X @MYBRIGHTPLAN
- YouTube @UCFzKMdxLXm-DBLMX6NJz2fA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,174,227 | 35 | June 2, 2021 |
| October 2022 | $8,243,375 | 49 | March 31, 2022 |
| October 2023 | $0 | 53 | June 30, 2023 |
| October 2024 | Not reported | 44 | April 25, 2024 |
| October 2025 | Not reported | 50 | March 31, 2025 |
| October 2026 | Not reported | 53 | June 17, 2026 |

Regulatory assets under management: $6,174,227 in the October 2021 data and $0 in the October 2023 data, down 100%.
Total employees: 35 in October 2021 and 53 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Registered or notice-filed in AK, PR, SD, WY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brightplan LLC (CRD 283790): Form ADV filing data as of October 2026.