Your Trusted Partner

Our Personal CFO approach to wealth management and in-house expertise—tax and estate planning, real estate, and strategic philanthropy—has made Brighton Jones a top WAS firm working with Fidelity consultants and servicing Fidelity clients nationwide.

Why Refer to Brighton Jones

Close More Clients

70% of qualified WAS referrals

Consolidate Assets

211% asset consolidation (avg. is 29%) – Make more money when you refer to Brighton Jones

Keep More Clients

98%+ client retention – Increase the time period you get paid when you refer to Brighton Jones

Local Connection

12 offices nationwide (and growing!) – Our advisors are on the ground in your market

Success Stories

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Mateo

Fidelity Branch: Scottsdale

Focus: Cash needs analysis

One of Mateo’s immediate goals after retiring from a long career at a utility power company was to move to the North Carolina mountains. He needed to pull his down payment from his portfolio, so he worked with his Brighton Jones Personal CFO to plan for this in his allocation by allocating a “spending and protection goal” in safer, protected investments—capital preservation.

This was all happening in early 2020. When the pandemic hit and the markets went down substantially, Mateo was understandably concerned. We had the privilege to reassure him that because we’d collaborated and understood his goals, his down payment was protected. We didn’t have to delve into his equity allocation and sell at a much lower valuation or worse, put a hold on his plans. Thanks to a great partnership with Brighton Jones, Mateo went to closing with no issues and is currently enjoying retirement without worry.

Laura and Robert

Fidelity Branch: Washington, D.C.

Focus: Tax mitigation and overall planning for stock option compensation

We first met Robert after he’d built up over $400k in alternative minimum tax (AMT) income. He’s a senior IT employee for United Healthcare, and a big part of his compensation structure is in NQSOs and ISOs. Until he teamed up with Brighton Jones, he’d simply been exercising options upon vesting.

To help offset and smooth his tax situation, we had Robert stop exercising and put an option collar strategy in place to protect him from a large loss—which also allowed him to sell his shares at a price that would offset AMT liability. We’ve continued to alternate, exercising and adding to AMT one year, then selling to offset the next.

Robert and Laura are so thrilled with our tax expertise, we’re now helping them with early retirement planning, as well as establishing a proper estate plan.

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Much More Than Investments

Brighton Jones provides a full spectrum of wealth management services under one roof, unified by a consistent and coherent vision: your client’s financial wellbeing. We know that this approach, which treats individual services as an integrated whole, will help them achieve their goals.

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Vocational Freedom

Risk Management

Tax Planning

Estate Planning

Company Benefits

Strategic Philanthropy

Education Planning

Real Estate

What Makes Us Unique

Brighton Jones provides a full spectrum of wealth management services under one roof, unified by a consistent and coherent vision: your client’s financial wellbeing. We know that this approach, which treats individual services as an integrated whole, will help them achieve their goals.

Tax Planning

Our in-house tax group consists of experienced CPAs and tax attorneys who proactively engage clients year-round and specialize in navigating complex compensation packages, options strategies, business ownership or partnership, and more.

Estate and Legacy Planning

Creating wealth can be done over a lifetime. Creating a legacy beyond your lifetime, however, often takes a bit more effort. Brighton Jones’ in-house estate planning experts help clients live a richer life by creating an impactful legacy for future generations.

Equity Compensation

It’s never as simple as “salary plus benefits.” We help clients evaluate all aspects of their corporate benefits package and provide truly dispassionate advice around competing priorities like base pay, stock options, deferred compensation, bonuses, and more.

Real Estate

We know that real estate holdings make up a significant part of the balance sheet for many clients. Our licensed professionals help clients navigate decisions around their real estate holdings and identify the highest and best use of those assets.

Private Equity

Many of our clients seek private investment opportunities in search of higher return potential, while some also enjoy being a part of the due diligence and deal selection process. Either way, our team helps clients navigate the world of private investments.

Strategic Philanthropy

Brighton Jones philanthropic advisors help our clients increase their impact by aligning their wealth and time with their passions and purpose. Our specialists guide clients on their philanthropic journey and shift their charitable giving from transactional to transformational.

Our Firm at a Glance

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3,000+

Clients

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83

Net Promoter
Score

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$15B

Assets Under Advisement

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190+

Team Members

Beyond the Balance Sheet

Our clients’ plans also include personal passions and professional enrichment.
Brighton Jones offers a variety of programs to help tie the entirety of their plans together.

The Brighton Jones Richer Life Foundation serves as a catalyst for our community members by leveraging our collective knowledge, time, and money to drive more purposeful giving.

Compassion is one of our core values. MESI is a training program that helps our employees, clients, and community hone the skills and practices that enable them to be fully present and act intentionally.

Women Living a Richer Life is an innovative and active community focused on helping women gain information and inspiration to increase their confidence around personal finances.

What It's Like to Partner With Us

Our process is designed to give our clients peace of mind, knowing that our recommendations
are based on achieving the goals that align with their values.

Discover >>>

  • Learn about the client’s career, goals, and family
  • Understand the client’s values and passions
  • Discuss total balance sheet, cash flow, and future plans

Plan >>>

  • Present an initial plan
  • Introduce service team
  • Clarify any decisions and process
  • Discuss how we’ll work together

Implement >>>

  • Agree on the plan
  • Transfer accounts
  • Execute on strategies
  • Monitor and adjust results

Fee Schedule

Our pricing is based on a percentage of investable net worth, with fees deducted once a quarter.

$3 Million

0.95%

$3 – $5 Million

0.75%

$5 – $10 Million

0.60%

$10 – $20 Million

0.50%

$20 Million +

0.35%

* Accelerated fee schedules exist for larger engagements. The quarterly minimum ranges from $2,500 to $3,500 based on the region.

Want to learn more about referring clients to Brighton Jones?