Glen Wright is a CFP-designated registered investment advisor at Worth Advisors, based in Charlotte, NC, with 20 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 466 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Worth Advisors offers investment management services where fees will not exceed 2% annually. The fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance based on the value of your portfolio. If you cancel your account mid-quarter, you'll receive a pro-rated refund.
Location
2020 S. Tryon Street, Suite 2B, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glen's firm, Worth Financial Advisory Group, is also a registered insurance agency since 2002, focusing on insurance rather than investment advisory services. The insurance agency shares the same address and ownership.
Employment History
Current Registrations
Worth Advisors
Previous Registrations
Summit Financial Group INC
Equitas America, LLC
Investment Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.