# Jeffrey Sturgis

> Jeffrey Sturgis is a fee-only financial advisor at Brightstone Advisors in Fishers, Indiana, who holds the CFP credential. Jeffrey focuses on retirement planning, estate & legacy planning and small business owners. Brightstone Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-sturgis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Brightstone Advisors
- **Based in:** Fishers, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $54.7M across 80 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 3180650 (https://adviserinfo.sec.gov/individual/summary/3180650)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 65 (1999)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.brightstoneadvisors.com

## Frequently asked questions

### Is Jeffrey Sturgis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Brightstone Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Brightstone Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Sturgis based?

Jeffrey Sturgis is based in Fishers, Indiana.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning and small business owners.

### What credentials does Jeffrey Sturgis hold?

Jeffrey Sturgis holds the CFP credential.

### Is Jeffrey Sturgis registered with the SEC?

Yes. Jeffrey Sturgis is registered as an investment adviser representative in IN (CRD 3180650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brightstone Advisors manage?

Brightstone Advisors reports $54.7M across 80 accounts in assets under management.

### How do I contact Jeffrey Sturgis?

Through Jeffrey's website, www.brightstoneadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3180650): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.brightstoneadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.