# Pixel Financial Planning

Pixel Financial Planning is an Asset Manager based in Cleveland, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Founded:** 2019
- **Assets under management:** Under $50 million (Altss estimate)
- **Website:** pixelfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/sanfranciscofinancialadvisor

## Regulatory record

- **CRD number:** 285762
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285762

## About

PIXEL FINANCIAL PLANNING is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Sectors

- Wealth Management

## People

- Brett A. Bernstein — Founder

## Questions

### Who makes investment decisions at Pixel Financial Planning?

Brett Bernstein, the firm's founder and sole investment adviser representative, personally constructs and monitors all client portfolios. Bernstein holds the CERTIFIED FINANCIAL PLANNER™ designation and relies on Dimensional Fund Advisors and low-cost ETFs for implementation. There is no investment committee; all strategic and tactical decisions trace back to Bernstein.

### How does Pixel Financial Planning charge for its services?

The firm uses a flat subscription-based fee schedule, which is a departure from the industry-standard percentage-of-AUM model. Bernstein has explained publicly that this structure lets the firm serve accumulating entrepreneurs whose net worth is concentrated in illiquid business equity. The exact fee tiers are disclosed in the firm's Form ADV Part 2A.

### Does Pixel Financial Planning invest in private markets or venture capital?

No. Pixel Financial Planning's investment approach is limited to publicly traded securities — primarily Dimensional Fund Advisors mutual funds and low-cost exchange-traded funds covering equities, fixed income, and cash equivalents. The firm does not pursue direct venture deals, fund commitments, or any private-market exposure.

### What type of clients does Pixel Financial Planning typically work with?

The firm focuses on entrepreneurs, particularly those in creative and digital fields, as well as individuals navigating equity compensation, concentrated stock positions, and business exits. Bernstein's own background as a professional athlete also informs the practice, giving the firm a perspective on sudden-wealth transitions and the planning needs of people with lumpy income streams.

### Is Pixel Financial Planning a fiduciary?

Yes. The firm as a fee-only Registered Investment Adviser in 2019 and operates under a fiduciary standard, meaning it is legally obligated to place client interests ahead of its own. In September 2020, the firm solidified this posture by adopting a formal code of ethics filed with the SEC.

## Related profiles

- [PixCapital](https://altss.com/profile/pixcapital)
- [Plain Talk Financial Planning](https://altss.com/profile/plain-talk-financial-planning-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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