Bright Financial Advisors, Inc.

Bright Financial Advisors, Inc. (CRD# 107931) is a financial advisory firm headquartered in Portage, MI. They manage $489,227,164 in 2,546 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    489
    MILLION
  • Total Number of Accounts
    2,546
    ACCOUNTS
  • Average Account Value
    $192,155
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, LA, MI, NE, OH, TN, TX, VA

Financial Advisors at Bright Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Andrew M. Price
CRD#: 4549603
450 W. Centre Avenue, Suite C, Portage, MI 49024

Andrew Price (CRD# 4549603) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has over 21 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.

2
Brookes L. Welc
CRD#: 6343101
450 W. Centre Avenue, Suite C, Portage, MI 49024

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.

3
Maxwell Gilliam
CRD#: 7715981
450 W. Centre Avenue, Suite C, Portage, MI 49024

Maxwell Gilliam (CRD# 7715981) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has 1 year of experience in the finance industry. Maxwell Gilliam 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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