Daniel Stokes is a CFP-designated registered investment advisor at Brightplan LLC, based in San Jose, CA, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
BrightPlan works with employers to offer financial wellness programs, where employers pay some or all of a negotiated monthly fee on behalf of their employees. If an employee leaves their employer, they can choose to remain a client of BrightPlan and pay the monthly fee directly, which is no more than $20 each month.
Location
333 West San Carlos Street, Suite 600, San Jose, CA, 95110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brightplan LLC
State Registrations3 states
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