Bright Vision Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Fixed fees as reported in SEC Form ADV Part 1
Main office
25211 Grogan's Mill Rd, Suite 323
The Woodlands TX 77380
Advisors at this office
2
Most active in
Texas
Also doing business as
Bond Wealth Planning & Investments, PLLC · Bright Vision Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
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 13 years of industry experience. He holds a Series 65 designation and is also the owner of The Bond Law Firm, where he serves as a board-certified estate planning and probate attorney. Bond’s career includes overseeing family asset management and running several management firms unrelated to investment advisory. Bright Vision Wealth serves individual and high-net-worth clients, managing about $26.7 million for roughly 25 households through a two-advisor team. The firm primarily offers non-discretionary financial planning and investment advice, complemented by affiliated legal and tax-preparation services.
Mary H
Series 65
The Woodlands, TX
Bright Vision Wealth
Mary Hicks is a financial advisor at Bright Vision Wealth with nine years of industry experience. She holds a Series 65 designation and has worked at Hicks Management & Financial Services, LLC, Bond Wealth Planning & Investments, PLLC, and RightWay Investments, PLLC. In addition to her advisory role, she serves as Marketing Director for The Bond Law Firm, where she organizes seminars and marketing activities. Bright Vision Wealth serves individual and high-net-worth clients, providing primarily non-discretionary financial planning and investment advice. The firm integrates legal and tax services through affiliated practices and supports clients with wealth, tax, and legal matters, while maintaining policies to address related conflicts of interest.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)