Ross Almlie
Advisor at Future Bright
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Future Bright
Location
Chandler, AZ
Credentials
Series 63, Series 65
Industry experience
16 years
About
Ross Almlie is a financial advisor with Future Bright and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has operated as a sole proprietor since 2003. His background includes roles at Future Bright since 2015 and Breadvault from 2010 to 2020. Outside of advisory work, he is an independent insurance agent and co-owner of Nouveau Logic, LLC, a company involved in referring leads to a financial education and software provider. Future Bright offers discretionary investment management and advisory services to individuals, small businesses, and retirement plans, managing approximately $109.6 million in discretionary assets. The firm emphasizes client-specific investment strategies primarily focused on equity securities, mutual funds, and ETFs, and serves a high number of clients per advisor through standardized processes.
Expertise
Based on Future Bright
Private / alternative investments
Pre-IPO planning
Equity compensation tax strategy
Fee options
$0 - $500,000: 1.25% annually (for clients onboarded on or after Feb 1, 2022); 1.00% annually (for clients onboarded before Feb 1, 2022) $500,001 - $3,000,000: 1.00% annually (clients onboarded on or after Feb 1, 2022); 0.80% annually (clients onboarded before Feb 1, 2022) $3,000,001+: 0.75% annually (clients onboarded on or after Feb 1, 2022); 0.60% annually (clients onboarded before Feb 1, 2022)
Fee-only: Annual asset management fees ranging from 0.75% to 1.25% depending on assets and client onboarding date; fees are negotiable.
Location
Chandler, AZ
Most active in
Ross A has reported serving >5 clients in these states in the last 12 months.
Arizona · Iowa · Minnesota · North Dakota · South Dakota · Texas
Work history
Future Bright, Llc
2015 - Present (11 years)
Breadvault, Llc
2010 - 2020 (10 years)
Ross Almlie Sole Proprietor
2003 - Present (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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