Firm
Bright Advisors
Greenwood Village, Colorado
Fee-only
Bright Advisors at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the ChFC.
- Its Form ADV reports 2 employees and 178 individual clients, 57 of them high net worth.
- Its average account is about $720,000 (assets it manages divided by its 178 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Greenwood Village, Colorado |
|---|---|
| Website | brightadvisors.com |
| Phone | (253) 970-4935 |
Bright Advisors fees
Bright Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $128 million |
| Individual clients | 121 |
| High-net-worth clients | 57 |
| Accounts managed | 178 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-135016) |
| Financial planning | Offered |
| Form ADV filed | April 2, 2026 |
| SEC record | CRD 338693 |