# Brightworks Financial Planning LLC

> Brightworks Financial Planning LLC is a state-registered investment advisory firm in Lexington, SC, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 170394
- Filed as: BRIGHTWORKS FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lexington, SC
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170394
- AdvisorCensus page: https://advisorcensus.com/firm/brightworks-financial-planning-llc-lexington-sc-170394

## Quick answers

**How is Brightworks Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brightworks Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Brightworks Financial Planning LLC located?**
Brightworks Financial Planning LLC's principal office is in Lexington, SC, according to its Form ADV.

**Is Brightworks Financial Planning LLC registered with the SEC or a state?**
Brightworks Financial Planning LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170394.

**How much does Brightworks Financial Planning LLC manage?**
Brightworks Financial Planning LLC reports $84,334,106 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Brightworks Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (21).

**Does Brightworks Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170394

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $84,334,106
- Discretionary: $84,334,106
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $49,060,783 |
| High net worth individuals | 21 | $35,273,323 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brightworksfp.com
- Facebook @BRIGHTWORKSFINANCIALPLANNINGLLC
- Instagram @brightworks_financial_planning
- YouTube @brightworksfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brightworks Financial Planning LLC (CRD 170394): Form ADV filing data as of October 2026.