Forest Dutton
Forest Dutton is a registered investment advisor at Brightworks Financial Planning LLC, based in Lexington, SC, with 2 years of industry experience. Forest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 136 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Wealth Management services are not offered below $250,000 AUM, but relationships may exist where the inclusion of such services may occur at a higher or lower AUM on a case-by-case basis. The fee calculation does not include fees that may be charged by Outside Manager, which are disclosed elsewhere upon account opening. Current client relationships may exist where the fee charged may be higher or lower than the fee schedule reflected above.
Fee Estimator
Location
203 West Main Street Suite C-1, Lexington, SC, 29072
Get directionsHistory
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
Forest occasionally sells life and disability insurance to clients through Vanbridge, a broker. This activity is not investment related and takes minimal time.
Employment History
Current Registrations
Brightworks Financial Planning LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.