Mary Hicks
Bright Vision Wealth · The Woodlands, Texas
Mary Hicks is a fee-only financial advisor at Bright Vision Wealth in The Woodlands, Texas. Mary focuses on family wealth transfer. Bright Vision Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Bright Vision Wealth |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $26.7M across 25 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5410305 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bvwealth.net |
How Mary's firm compares
- Bright Vision Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 25 accounts).
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Questions about Mary
Is Mary Hicks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Bright Vision Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Bright Vision Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mary Hicks based?
Mary Hicks is based in The Woodlands, Texas.
What does Mary specialize in?
Mary's specialties include family wealth transfer. Mary works with multi-generational families.
Is Mary Hicks registered with the SEC?
Yes. Mary Hicks is registered as an investment adviser representative in TX (CRD 5410305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Bright Vision Wealth manage?
Bright Vision Wealth reports $26.7M across 25 accounts in assets under management.
How do I contact Mary Hicks?
Through Mary's website, www.bvwealth.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bright Vision Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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