Robert Bond
Bright Vision Wealth · The Woodlands, Texas
Robert Bond is a fee-only financial advisor at Bright Vision Wealth in The Woodlands, Texas. Robert 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 4831598 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bvwealth.net |
How Robert'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 Robert
Is Robert Bond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Bright Vision Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Bond based?
Robert Bond is based in The Woodlands, Texas.
What does Robert specialize in?
Robert's specialties include family wealth transfer. Robert works with multi-generational families.
Is Robert Bond registered with the SEC?
Yes. Robert Bond is registered as an investment adviser representative in TX (CRD 4831598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bright Vision Wealth manage?
Bright Vision Wealth reports $26.7M across 25 accounts in assets under management.
How do I contact Robert Bond?
Through Robert'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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