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BrightPlan

BrightPlan Pricing

BrightPlan does not publish prices: every company gets a quote. On this page: 2 plans and the fees to ask about.

BrightPlan review
By LeadChange Research TeamUpdated Based on 3 sources, most recently checked

BrightPlan plans

  • Financial wellness programQuote only1
  • Premium ProgramsQuote only1

BrightPlan plans

  1. Financial wellness program

    Quote only1

    Quote, employer-paid subscription

    • AI Financial Wellness Coach
    • Unlimited in-country financial advisors
    • BrightPlan Academy education
  2. Premium Programs

    Quote only1

    Add-on, quote

    • Retirement readiness
    • Early career talent
    • Executive leaders and families facing loss

What matters most besides the price?

We match on verified product facts for this need, never on who pays us.

Price at a glance

  • Pricing model

    Quote only2

  • Plans

    Financial wellness program and Premium Programs, each quoted1

Extra and hidden costs

  • Premium Programs are add-ons to the core program

    Listed by the vendor2

  • An employee who leaves the employer may keep BrightPlan for no more than

    $20 a month2

Frequently asked questions

How much does BrightPlan cost?

Employers pay some or all of a negotiated subscription fee on behalf of their employees; no amounts are published. An employee who leaves can keep the service for no more than $20 a month.

What plans does BrightPlan offer?

BrightPlan lists 2 plans: Financial wellness program and Premium Programs. No plan shows a published price.

What does BrightPlan charge beyond the subscription?

BrightPlan lists 2 extra costs: Premium Programs are add-ons to the core program and An employee who leaves the employer may keep BrightPlan for no more than.

Who makes BrightPlan?

BrightPlan (a financial wellness provider) was founded in 2015 and is headquartered in Boca Raton, Florida. BrightPlan is privately held. See the BrightPlan company profile for the products it sells.

How this page was made

  • What it is built from

    7 verified facts, each checked against the vendor's own pages or another primary source, most recently on Oct 24, 2026.

  • Method

    Scored and compared with the LeadChange methodology, version 1.5. Read the methodology

  • Independent review

    Not reviewed yet by our independent reviewer. How we review

  • Hands-on testing

    We have not tested BrightPlan hands-on: this page uses public information only.

  • Who made it

    The LeadChange Research Team, following a written research process. No named expert has reviewed this page. About us

  • Independence and errors

    Who pays us never changes a score or a rank. If something here is wrong, tell us and we correct it publicly. Request a correction

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BrightPlan Pricing

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Sources

The 3 pages this page's facts come from. The date beside each is our last check of the facts taken from it (the oldest, when they differ). The numbers beside the figures above link here.

Quotes from the sources
  1. BrightPlan brightplan.com/premium-programs“BrightPlan Premium Programs are add-on, employee sponsored programs.”
  2. BrightPlan brightplan.com/wp-content/uploads/2026.06_BrightPlan_ADV_Part_2A.pdf“BrightPlan works with employers to offer Financial Wellness programs, under which employers pay some or all of a negotiated fee on behalf of their employees (“Subscription Fee”).” “In the event an employee leaves the employer they may opt to remain a client of BrightPlan and pay the Subscription Fee which is no more than $20 each month.”
  3. BrightPlan brightplan.com“7491 N Federal Hwy STE C5-302 Boca Raton, FL 33487”

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