Bright Financial Advisors, INC.
Portage, MI·SEC-registered · CRD #107931
Bright Financial Advisors, INC. is an SEC-registered investment advisory firm in Portage, MI managing $725M across 3.6k client accounts, with 2 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$725M
Client accounts
3.6k
Advisory staff
2
Fee model
Fee-based
How Bright Financial Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Bright Financial Advisors, INC.
How much does Bright Financial Advisors, INC. manage?
Per its most recent SEC Form ADV filing (01/23/2026), Bright Financial Advisors, INC. reports $725M in regulatory assets under management across roughly 3.6k client accounts.
How does Bright Financial Advisors, INC. charge?
Bright Financial Advisors, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bright Financial Advisors, INC. a fiduciary?
Yes. Bright Financial Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #107931), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bright Financial Advisors, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bright Financial Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Portage, MI
Profile compiled from Bright Financial Advisors, INC.'s public SEC Form ADV filing (CRD #107931, filed 01/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bright Financial Advisors, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bright Financial Advisors, INC.? Claim this profile.