Bright Financial Advisors, Inc.

Bright Financial Advisors, Inc. (CRD# 107931) is a financial advisory firm headquartered in Portage, MI. They manage $182,740,250 in 1,630 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    1,630
    ACCOUNTS
  • Average Account Value
    $112,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, LA, MI, NE, TX

Financial Advisors at Bright Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey J. Bright
CRD#: 1996200
450 W. Centre Avenue, Suite C, Portage, MI 49024
96
Wealthminder
score

Jeffrey Bright (CRD# 1996200) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has over 27 years of experience in the finance industry. Jeffrey Bright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrew M. Price
CRD#: 4549603
450 W. Centre Avenue, Suite C, Portage, MI 49024
96
Wealthminder
score

Andrew Price (CRD# 4549603) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has over 14 years of experience in the finance industry. Andrew Price has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brookes L. Welc
CRD#: 6343101
450 W. Centre, Suite C, Portage, MI 49024
90
Wealthminder
score

Brookes Welc (CRD# 6343101) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has 1 year of experience in the finance industry. Brookes Welc has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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