Joan Gonzalez is a CFP-designated registered investment advisor at Brightplan LLC, based in Framingham, MA, with 17 years of industry experience. Joan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BrightPlan offers automated investment recommendations and asset allocation strategies through its digital platform. Because BrightPlan operates on a non-discretionary basis, clients make the actual trades themselves rather than having BrightPlan manage the portfolio directly. There are no assets-under-management percentage fees charged directly to individual users when the service is provided through an employer benefit.
Location
Framingham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brightplan LLC
Previous Registrations
Winslow, Evans & Crocker, INC.Broker
Winslow, Evans & Crocker, INC.
Eagle Strategies LLC
Nylife Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Brewster Securities INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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