Jeffrey Sturgis
Brightstone Advisors · Fishers, Indiana
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.
Request an introduction to Jeffrey →
Specialties
Facts
| Firm | Brightstone Advisors |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.7M across 80 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 3180650 |
| Exams passed | Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.brightstoneadvisors.com |
| Profile |
How Jeffrey's firm compares
- Brightstone Advisors's average account is about $684,000, from its Form ADV (assets managed divided by 80 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
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.
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
- Brightstone Advisors 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.
See something wrong? Request a correction. Read our methodology.