Bright Futures Wealth Management, LLC

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Total assets under management

$254,375,637

Total clients

873

12% high-net worth

Total advisors

of 16 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$291,381

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning, consulting, and pension consulting up to $50,000.

Percentage

$0 - $10,000: 2.50% $10,001 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001 - $5,000,000: 1.25% $5,000,001 - $100,000,000: 1.00%

Commissions

Certain personnel are registered representatives and insurance agents receiving commissions for sale of investment products.

Project-based

Hourly fees for financial planning, consulting, and pension consulting between $100 and $300.

Other

Fee-only: Financial planning and consulting hourly fees between $100 and $300; fixed fees up to $50,000.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Bright Futures Wealth Management, LLC

1630 Empire Blvd., Suite 100

Webster NY 14580, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (585) 231-1595

Advisors at this firm

Jerry H

Series 63, Series 65

Macedon, NY

Bright Futures Wealth Management, LLC

Gregory H

Series 63, Series 65

Pittsford, NY

Bright Futures Wealth Management, LLC

Vincent D

ChFC®, Series 63

Webster, NY

Bright Futures Wealth Management, LLC

David D

Series 66

Series 66

Webster, NY

Bright Futures Wealth Management, LLC

David T

CFP®, Series 63, Series 65

Syracuse, NY

Bright Futures Wealth Management, LLC

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