RIA Intel›Advisers›South Carolina›BRIGHTWORKS FINANCIAL PLANNING LLC

BRIGHTWORKS FINANCIAL PLANNING LLC

Advisory

LEXINGTON, SC

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in SC
#144
of 188 advisers by AUM
Average account
$290K
across 291 accounts
AUM per adviser
$84M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$84M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$84M
Discretionary AUM$84M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients136
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC
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$84M
PENDLETON STREET ADVISORS, LLC
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$83M
BOWEN WEALTH LLC
MOUNT PLEASANT, SC
$86M
-26.0% 1Y
SOUTHPORT CAPITAL INC
CHARLESTON, SC
$82M
MACAULAY & ASSOCIATES, LLC
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$81M
WOODSIDE, BETH WRIGHT
GREENVILLE, SC
$81M
+5.0% 1Y

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