CRD: 170394
Brightworks Financial Planning LLC
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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2014
- Office Locations
- 1
Office Locations
About Brightworks Financial Planning LLC
Brightworks Financial Planning is an independent, fiduciary RIA registered in South Carolina serving clients in Lexington/Columbia and nationwide. Led by CFP® Forest Dutton, the firm provides comprehensive, values-based financial planning with detailed analysis and actionable recommendations for people with added complexity. Portfolios are primarily implemented with public funds, with custody at Fidelity/NFS, and the practice emphasizes high-touch guidance as advice evolves alongside AI and automation.
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Investment Themes
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Platform
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Technology
Owner & Executives
Forest William Addison Dutton
Broker, Chief Compliance Officer, Chief Executive Officer, CHIEF OPERATING OFFICER
- CRD
- #7661301
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,334,106 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,334,106 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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