Firm
Bright Vision Wealth
The Woodlands, Texas
Fee-only
Bright Vision Wealth at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 25 individual clients, 5 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 25 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | The Woodlands, Texas |
|---|---|
| Website | bvwealth.net |
| Phone | (281) 798-7551 |
Bright Vision Wealth fees
Bright Vision Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $27 million |
| Individual clients | 20 |
| High-net-worth clients | 5 |
| Accounts managed | 25 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 301522 |