Bright Futures Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“The hourly fee for these services is between $100 and $300.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bright Futures Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty and may receive a refund of BFWM's fees within five business days of signing the Investment Advisory Contract, if fees are paid in advance.”
• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the pension consulting agreement.”

How Bright Futures Wealth Management, LLC’s fees compare

• Its hourly rate of $100-$300 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.

About Bright Futures Wealth Management, LLC

• Firm size: 14 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

879

Employees

14

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$294,526,272

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284920

Website

linkedin.com/in/dylan-shaw-0a485955 (opens in new tab)

Phone

(585) 231-1595

Can advise clients in 21 states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Maine, Michigan, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont, Wisconsin

Other planners in Webster that publish fees

• Harbor Light Capital LLCWebster$750/yr
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr

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