Bright Future Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bright Future Advisors provides fee-based asset management to individual and high‑net‑worth clients, managing roughly $4.19 million across four client relationships and generally requiring a $250,000 minimum per relationship. The firm manages accounts on a discretionary basis and has historically offered financial planning support, including providing clients with planning software at no charge.
The firm’s investment process emphasizes fundamental analysis supplemented by technical analysis and follows a value‑oriented approach that prioritizes companies with multi‑year profitability, low debt, and sector leadership; advisers set price targets and typically hold positions until targets are reached to limit trading. Trades are often executed in blocks and allocated among clients based on their objectives and available cash, and the firm will consider reasonable client‑imposed investment restrictions at its discretion.
Bright Future Advisors disclosed a May 2024 Consent Order with the state securities regulator for failures in recordkeeping and disclosure and has retained a compliance consultant to address those deficiencies. The firm’s custody and brokerage arrangements are notable: it recommends Schwab Institutional and receives related services from Schwab, while client assets and statements are described as being maintained and sent by Interactive Brokers, and the firm does not routinely provide its own written account reports, urging clients to compare custodian statements with invoices.
Client services
Expertise
Fee options
$0+: 2% annually on all assets up to $2,000,000 $2,000,000+: 1% annually on all assets over $2,000,000
Account minimum: $250,000 Fee-only: Asset management fees charged on a straight tier basis: 2% annually on all assets up to $2,000,000; 1% annually on all assets over $2,000,000. Fees are negotiable.
Main office
Nederland CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Bright Future Advisors · First Financial Group · First Financial Group Of Co., Inc.
Disclosures
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Business activities & affiliations
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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