Brighton Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Brighton Advisory Group works with individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations and business entities, providing comprehensive financial planning across business planning, education funding, retirement, life and health insurance, estate and tax planning, and investment planning. The firm evaluates clients’ existing investments for alignment with objectives but does not analyze individual securities for discretionary management; implementation of recommendations is left to clients and their other advisors.
Brighton typically prepares a written presentation or plan following client interviews and document review and offers periodic reviews on request or annually rather than ongoing portfolio management. The firm uses an hourly‑based engagement model with an upfront retainer, may negotiate performance‑based arrangements for qualified clients, and does not custody client funds or accept discretionary trading authority.
Compared with many investment‑manager firms, Brighton integrates insurance product sales heavily into its practice and its associated persons may be licensed to sell insurance and receive commissions and incentive awards; it may also offer or participate as a general partner in limited partnerships it recommends. The blend of commissionable insurance brokerage, possible limited‑partnership interests, and hourly planning engagements—instead of a percentage‑of‑AUM billing model—distinguishes its business and compensation mix from typical peers.
Client services
Financial planning
Educational seminars or workshops
Insurance agent
Expertise
General retirement planning
General tax planning
Business ownership considerations
Life insurance needs analysis
Fee options
Fixed fees with a maximum fee up to $25,000 based on amount of work involved
Commissions received from insurance sales and limited partnerships; Brighton may receive commissions if clients place insurance transactions through the firm
Hourly charges ranging from $300 to $450 per hour
Performance-based fees are offered in some cases with qualified clients, subject to individualized negotiation
Account minimum: $5,000 minimum fee Minimum fee: Minimum fee of $5,000 Fee-only: Hourly charges ranging from $300 to $450 per hour; minimum fee of $5,000 to a maximum fee of $25,000
Main office location
Brighton Advisory Group
5704 Lindley Ave
Encino CA 91316, United States
Number of offices
1
Most active in
Brighton Advisory Group has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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