Firm
Brightpath Wealth Advisors
Crofton, Maryland
Fee-only
Brightpath Wealth Advisors at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 182 individual clients, 41 of them high net worth.
- Its average account is about $231,000 (assets it manages divided by its 302 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Crofton, Maryland |
|---|---|
| Website | brightpathgroup.com |
| Phone | (443) 274-6100 |
Brightpath Wealth Advisors fees
Brightpath Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $70 million |
| Individual clients | 141 |
| High-net-worth clients | 41 |
| Accounts managed | 302 |
| Employees | 5 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 164209 |
Advisors at this firm (5)
Other fee-only firms in Maryland
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