Bright Vision Wealth

Updated today

Find your advisor

Client assets under management

$26,736,972

Clients

20% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,069,479

About

Bright Vision Wealth serves both individual and high-net-worth clients, managing about $26.7 million for roughly 25 households with a two-advisor team. The firm offers financial planning and investment advice but does not emphasize traditional discretionary portfolio management for individual clients.

The firm primarily provides non-discretionary advisory services, so clients generally retain final authority over investment decisions while receiving recommendations and planning support. Staff also provide or refer complementary services — including legal and tax-preparation through an affiliated law practice and a separate tax-service partnership — and the firm discloses policies intended to mitigate conflicts when recommending those services.

Affiliation with a law practice and an affiliated tax service is uncommon among peers and shapes the firm’s integrated approach to wealth, tax and legal matters. The firm also discloses that it does not provide portfolio management for individual clients and that personnel offer business-management coaching and family-office functions through separate entities, which creates additional conflict-of-interest considerations the firm says it addresses through disclosure and internal policies.

Client services

Financial planning Selection of other advisers

Expertise

Business ownership considerations Business Financial Management

Occupation focus

Founder/Business Owner Attorney

Fee options

Fixed

Fixed fees as reported in SEC Form ADV Part 1

Main office location

Bright Vision Wealth

25211 Grogan's Mill Rd, Suite 323

The Woodlands TX 77380, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

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

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

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

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.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

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

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 281-798-7551

Advisors at this firm

Robert B

Series 65

The Woodlands, TX

Bright Vision Wealth

Robert Bond is a financial advisor at Bright Vision Wealth with 12 years of industry experience. He holds a Series 65 credential and has operated his own wealth planning and investment firm since 2019. In addition to his advisory role, Bond is a board-certified estate planning and probate attorney with over 30 years of experience practicing law at The Bond Law Firm. He also oversees a tax preparation service and several management firms related to family and business assets. Bright Vision Wealth provides financial planning and advisory services to individuals, high-net-worth clients, and business entities through personalized analyses and negotiable financial planning engagements. The firm operates on a non-discretionary basis, recommending and monitoring third-party investment advisers while conducting regular client reviews and using third-party asset allocation programs to implement its advice.

Business ownership considerations Business Financial Management Founder/Business Owner Attorney

Mary H

Series 65

The Woodlands, TX

Bright Vision Wealth

Mary Hicks is a financial advisor at Bright Vision Wealth in The Woodlands, TX, holding a Series 65 credential with nine years of industry experience. She has worked at Hicks Management & Financial Services, Bond Wealth Planning & Investments, and RightWay Investments, and concurrently serves as Marketing Director at The Bond Law Firm. Bright Vision Wealth provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, primarily recommending and monitoring third-party investment advisers on a non-discretionary basis while conducting regular portfolio reviews and client meetings.

Business ownership considerations Business Financial Management Founder/Business Owner Attorney

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support