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Future Bright

Updated today

Client assets under management

$73,216,543

Clients

396

2% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

99

Very High

Average account size

$184,890

About

Future Bright serves individual and high-net-worth clients, small businesses, and employer retirement plans, providing discretionary asset management, modular financial-planning components, and ERISA plan services including the option to act as a 3(38) investment manager. As of December 31, 2025 the firm reported $120.6 million in assets under management across 396 client relationships supported by a four-advisor team.

The firm’s investment process is discretionary portfolio management that emphasizes equity securities, open-end mutual funds and ETFs, and uses fundamental, technical and cyclical analysis to construct and monitor portfolios. Future Bright also offers access to certain private investments (including Pre‑IPO opportunities for accredited investors), conducts quarterly account reviews, and provides custodial recommendations while delivering planning services on an ancillary, non-continuous basis.

What is noteworthy relative to peers is the firm’s compact team managing a comparatively large number of client relationships, which implies a higher client-to-advisor servicing load than is typical for similar team firms. The firm’s structure—with some owners carrying outside primary occupations and a mix of active and silent principals—combined with its ERISA 3(38) offerings and access to private-placement opportunities, gives it an atypical service and operational profile for a firm of this size.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Pre-IPO planning Equity compensation tax strategy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$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)

Other

Fee-only: Annual asset management fees ranging from 0.75% to 1.25% depending on assets and client onboarding date; fees are negotiable.

Main office location

Future Bright

Chandler AZ, United States

Number of offices

4

Most active in

Arizona · Iowa · Minnesota · North Dakota · South Dakota · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ross A

Series 63, Series 65

Chandler, AZ

Future Bright

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.

Private / alternative investments Pre-IPO planning Equity compensation tax strategy Founder/Business Owner
user avatar

Meagan G

Series 65

West Fargo, ND

Future Bright

Meagan Gelinske is a financial advisor at Future Bright with a Series 65 designation and four years of industry experience. She has worked at Future Bright since 2022 and also serves as an independent consultant. Outside of advising, she has been involved with Aldevron since 2009. Future Bright provides 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 objectives with a focus on equity securities, mutual funds, and ETFs, and offers modular financial planning components rather than continuous comprehensive planning.

Private / alternative investments Pre-IPO planning Equity compensation tax strategy Founder/Business Owner
user avatar

Daunte L

Series 65

Maple Grove, MN

Future Bright

Daunte Leiran is a financial advisor at Future Bright holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at American Family and Pedigree Technologies. Future Bright provides discretionary investment management and advisory services to individuals, small businesses, and retirement plans, managing approximately $109.6 million in discretionary assets across 563 client relationships. The firm emphasizes client-specific objectives with a focus on equity securities, mutual funds, and ETFs, and serves a high volume of clients per advisor using standardized processes.

Private / alternative investments Pre-IPO planning Equity compensation tax strategy Founder/Business Owner
user avatar

Matthew J

Series 63, Series 66

Detroit Lakes, MN

Future Bright

Matthew Johnson is a financial advisor with Future Bright, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Before joining Future Bright in 2019, he worked at Raymond James Financial Services Advisors Inc. for five years. Outside of his advisory role, Johnson is involved in multiple professional service and consulting businesses and serves on the board of the Boys and Girls Club Thrift Store of Detroit Lakes. Future Bright provides discretionary investment management and advisory services to individuals, small businesses, and retirement plans, managing approximately $110 million in assets. The firm emphasizes client-specific portfolios with a focus on equities, mutual funds, and ETFs, and serves a large client base through standardized processes.

Private / alternative investments Pre-IPO planning Equity compensation tax strategy Founder/Business Owner
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