Haleigh
Albers
Brightplan LLC
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About this Advisor
Haleigh Albers is a certified financial planner based in San Jose, California who has 2 years of relevant experience. Albers is an employee of Brightplan LLC. The advisor has gained experience at Plancorp, LLC, Southern Illinois University Edwardsville and Brightplan LLC. Albers is able to advise clients in Missouri. Brightplan LLC is an advisory firm operating out of San Jose, CA. It controls $8 million in assets between its 311 accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 311 client accounts, just 11% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually are based on which services are provided. However, fees billed by Brightplan LLC likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brightplan LLC Brokerage Details
$7,473,410
53
311
$24,030
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Haleigh Albers Work History
Haleigh has been registered as a financial advisor for 2 years.*
Brightplan LLC
Plancorp, LLC
Southern Illinois University Edwardsville
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Haleigh Albers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brightplan LLC
San Jose, CA
Saint Louis, MO
San Jose, CA
San Jose, CA
San Jose, CA
Milford, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
