Adam Bileckyj
Adam Bileckyj is a registered investment advisor at Brightway Wealth Planning, based in Poway, CA, with 9 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 15 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For the benefit of discounting your asset-based fee, we will aggregate accounts for the same household. Fees are negotiable and may be waived or discounted for associates and their family members, as well as preexisting relationships.
Fee Estimator
Location
Poway, CA
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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 →Other Business ActivitiesSells Insurance
Adam owns rental property and receives passive rental income, dedicating minimal time to this activity. He is also an independent insurance agent, offering insurance products and services, which takes about 10-20% of his time.
Employment History
Current Registrations
Brightway Wealth Planning
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
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.