Brighton Jones

Financial Advisor in Austin, TX

Firm Info
Address: 3101 Bee Caves Rd Suite 280, Austin, TX 78746, USA
Phone: (737) 241-1255

Firm Size
Assets Under Management: $10.1 billion
# of Advisors: 129
# of Clients: 2,408
Client to Advisor Ratio: 19:1
Average Account Size: $4.2 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Brighton Jones LLC Overview

Brighton Jones LLC is an investment advisory firm that operates on a fee-based arrangement. It has been in the business since 2000 and is headquartered in Seattle, WA. This registered firm provides investment advice only, dealing with financial planning and portfolio management for both individuals and small businesses. Additionally, it offers services like pension consulting, selection of other advisors, and educational seminars and workshops. Brighton Jones LLC caters to businesses or institutional clients as well, providing portfolio management services. Its range of services helps its clients plan their finances to grow their wealth and secure a better future. The firm's portfolio management services enable its clients to invest in a range of investment options that are tailored to suit their individual investment goals. Furthermore, Brighton Jones LLC offers educational seminars and workshops that keep its clients up to date with the latest trends in the investment industry. Overall, Brighton Jones LLC is an ideal choice for individuals, small and large businesses, and institutional clients looking for investment advice and financial planning services. With its comprehensive range of services and its focus on investment advice only, Brighton Jones LLC enables its clients to make wise investment choices, grow their wealth, and secure their future.

Brighton Jones LLC serves a diverse range of clients, including individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, and charitable organizations. The firm caters to clients of different financial sizes and types, making its services accessible to a wide range of individuals and entities. Each client has unique needs and requirements, and Brighton Jones LLC is well-equipped to meet them all. When it comes to the fee structures, Brighton Jones LLC offers different options depending on the service provided. For clients who require investment management services, the firm charges a percentage of assets under management (AUM). This fee is a percentage of the total assets the firm manages for the client and is typically charged annually. For clients who require financial planning services, such as tax planning or estate planning, Brighton Jones LLC charges an hourly rate. This fee is based on the amount of time the firm spends working on the client's behalf. Lastly, the firm also offers fixed fees for specific services, such as creating a comprehensive financial plan. Clients can choose the fee structure that works best for them, depending on their specific needs and goals. Overall, Brighton Jones LLC's fee structures are transparent and flexible, catering to the unique needs of each client.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Brighton Jones LLC mentions that the firm generally requires a minimum quarterly fee ranging from $2,500.00 to $3,500.00. However, the firm also states that it may waive or reduce its minimum quarterly fee in its sole discretion. The brochure does not mention an investment minimum, indicating that the firm's minimum fee serves as a baseline for their services.

How This Office Can Help Austin, TX Residents

Brighton Jones is a financial advisory firm founded in 1999 with a commitment to offering integrated and personalized financial advice to clients. The firm assists clients in Austin, TX, by helping them with complex financial situations. Clients in Austin face unique challenges such as rapidly increasing home prices, high property taxes, and federal income tax rates. Brighton Jones provides comprehensive financial planning services and investment strategies to help clients navigate these challenges and achieve their financial goals. The first step that Brighton Jones takes in helping clients in Austin is to develop a customized financial plan tailored to each client's individual needs. The firm's team of financial advisors works collaboratively with clients to ensure that each client's financial needs are met. From tax planning, retirement planning, estate and succession planning, the firm offers a range of services to assist clients in managing their finances effectively. Furthermore, Brighton Jones provides portfolio management services that are specially customized to each client's risk tolerance and investment goals. By providing personalized financial advice, Brighton Jones is dedicated to building lasting relationships with its clients and helping them live up to their financial potential.

To view the Minimum Investment and Fee Schedule for Brighton Jones LLC, visit their Part 2 Brochure.

Services Offered by Brighton Jones LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Brighton Jones LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 3101 Bee Caves Rd Suite 280, Austin, TX 78746, USA
Phone (737) 241-1255
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Other Office Locations

Firm Headquarters
Firm headquarters location 2030 1ST AVENUE, 3RD FLOOR, SEATTLE, WA 98121, United States

This firm has no other locations.

State Registrations

Brighton Jones LLC is registered to service clients in the following states:

  • Alaska
  • Arizona
  • California
  • Colorado
  • Connecticut
  • District of Columbia
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Brighton Jones LLC does not have any disclosures. Please visit it's Form ADV for more details.