Peter Kozak
Brightpath Wealth Planning · Camarillo, California
Peter Kozak is a fee-only financial advisor at Brightpath Wealth Planning in Camarillo, California, who holds the CFP credential. Brightpath Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brightpath Wealth Planning |
|---|---|
| Based in | Camarillo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $205.8M across 492 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2765784 |
| Exams passed | Series 63 (1996) · Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.brightpathwealth.com |
| Profile |
How Peter's firm compares
- Brightpath Wealth Planning's average account is about $418,000, from its Form ADV (assets managed divided by 492 accounts).
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Questions about Peter
Is Peter Kozak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Brightpath Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Brightpath Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Kozak based?
Peter Kozak is based in Camarillo, California.
What credentials does Peter Kozak hold?
Peter Kozak holds the CFP credential.
Is Peter Kozak registered with the SEC?
Yes. Peter Kozak is registered as an investment adviser representative in CA (CRD 2765784), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brightpath Wealth Planning manage?
Brightpath Wealth Planning reports $205.8M across 492 accounts in assets under management.
How do I contact Peter Kozak?
Through Peter's website, www.brightpathwealth.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
- 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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