Brighton Financial Planning Inc is a large advisory firm based in Clinton. It manages $37.76 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and Pennsylvania.
Brighton Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brighton Financial Planning Inc is $37.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brighton Financial Planning Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Brighton Financial Planning Inc performs its advisory services is located at 1728 Route 31, Clinton, NJ 08809 2005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-730-7000 or by fax 908-730-6754. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at brightonfinancial.com.