Brightpath Wealth Planning, LLC

BrightPath Wealth Planning, LLC is a registered investment advisor founded in April 2012 by Peter Kozak, who serves as the Managing Member and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client. BrightPath provides wealth management services, including discretionary investment management services and financial planning. The firm primarily recommends passive asset class investment strategies with low holdings turnover and may utilize individual stocks, bonds, or alternative investments. Clients may place reasonable restrictions on their investments. The firm may recommend Independent Managers for a portion of a client's portfolio, and it offers retirement plan advisory services as well. The fee structure for wealth management services is based on a tiered schedule, with a minimum annual fee of $7,500. Financial planning services are offered on an hourly or fixed fee basis, and ongoing financial planning services range from $200 to $500 quarterly. Retirement plan advisory services are charged an annual asset-based fee of up to 0.90%. BrightPath does not charge performance-based fees. The firm does not receive compensation for sales of securities and does not participate in soft dollar programs. Clients must engage a qualified custodian for custody and execution services, with Charles Schwab & Co., Inc., and Fidelity Clearing & Custody Solutions being recommended custodians. BrightPath does not accept or maintain custody of client accounts, except for the deduction of advisory fees. The firm has implemented a Code of Ethics and maintains a Privacy Policy to protect clients' personal information. Peter Kozak, the firm's founder, holds a CFP designation and has a background in economics. There are no disciplinary events involving Mr. Kozak or the firm.