Eric Bright
Pennyfarthing Investment Management · Belchertown, Massachusetts
Eric Bright is a fee-only financial advisor at Pennyfarthing Investment Management in Belchertown, Massachusetts, who holds the CFA credential. Pennyfarthing Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Physicians
- Multi-generational families
Facts
| Firm | Pennyfarthing Investment Management |
|---|---|
| Based in | Belchertown, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $29.3M across 71 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 4592183 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pennyfarthinginvestment.com |
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Questions about Eric
Is Eric Bright a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Pennyfarthing Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Pennyfarthing Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Does Eric work with clients virtually?
Yes. Pennyfarthing Investment Management says on its website that it works with clients remotely.
Where is Eric Bright based?
Eric Bright is based in Belchertown, Massachusetts.
What credentials does Eric Bright hold?
Eric Bright holds the CFA credential.
Is Eric Bright registered with the SEC?
Yes. Eric Bright is registered as an investment adviser representative in MA (CRD 4592183), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pennyfarthing Investment Management manage?
Pennyfarthing Investment Management reports $29.3M across 71 accounts in assets under management.
How do I contact Eric Bright?
Through Eric's website, www.pennyfarthinginvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pennyfarthing Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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