BRIGHTWORKS FINANCIAL PLANNING LLC

BRIGHTWORKS FINANCIAL PLANNING LLC of LEXINGTON, SC is an SEC-registered investment adviser (CRD 170394). Regulatory assets under management: $84.3M.

Registration

• CRD: 170394
• Type: Registered investment adviser
• Location: 203 WEST MAIN STREET SUITE C-1, LEXINGTON, SC, 29072
• Phone: 803-727-8782
• Latest filing: 2026-07-02
• Regulatory AUM: $84.3M
• Discretionary AUM: $84.3M
• Clients: 1
• Accounts: 291

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170394 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search