A computer algorithm can’t understand your life circumstances or goals, nor can it provide tailored advice on everything from real estate and insurance to tax and estate planning. OpenPlan offers you a dedicated CFP® professional who leverages the latest online tools—so you have the best of both worlds.
You deserve a comprehensive financial plan that fits your lifestyle and values
Working with a financial advisor provides peace of mind, helps you navigate life transitions, and empowers you to pursue the things you truly care about. Traditionally, only people with a certain amount of wealth get to experience the benefits—financial and emotional—of that relationship. We believe that personalized financial planning should be accessible to everyone.
With OpenPlan, you get a dedicated CFP® professional who helps you make the best decisions in all aspects affecting your financial future—investments, taxes, insurance, real estate, retirement, and more.
Your—human!—advisor will work with you to create a customized Foundational Plan. You execute your plan, but your advisor works with you regularly to evaluate and update your progress.
OpenPlan is a fixed-fee financial planning service with no minimum net worth requirement. We don’t operate on commissions or sell products, meaning we sit on the same side of the table as our clients.
Investment management is offered for those clients who need it, with an additional fee that is a percentage of assets under management. We also help you navigate the marketplace for other service providers.
OpenPlan is powered by Brighton Jones, one of the nation’s fastest-growing wealth management firms, with more than $8.5 billion in assets under management. Brighton Jones was founded on the belief that wealth management should be about more than growing and protecting wealth—it should empower people to live a richer life. With OpenPlan, your Foundational Plan benefits from the institutional expertise of the Brighton Jones team.
13 Offices Nationwide
Clients in More than 40 States
Top-ranked Advisor
Barron’s and Financial Times
Your financial health is a vital part of your overall wellbeing. Having a comprehensive financial plan can instill confidence, help you achieve your goals, and put you on the path to the life you want to lead.
Let’s take a closer look at our service by answering some common questions we hear about OpenPlan.
At their core, robo-advisors offer an investment product. It is easier than ever before for investors to access low-cost, globally-diversified managed portfolios.
OpenPlan does not compete with robo-advisers, we complement them. True financial plans, like the ones we create for our clients, are about more than just investments. They consider things like risk planning and insurance, estate planning, taxes, real estate and debt, cash flow, and more.
Our experienced advisors are here to answer your questions. Complete the form to get started, or schedule a free, no-obligation introductory call.
Your personal information will always be yours. We will never sell it or share it without your permission. We work hard to develop and maintain industry best practices to ensure information security is at the core of our technology and business operations.
