Glen Wright is a CFP-designated registered investment advisor at Worth Advisors, based in Charlotte, NC, with 21 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 451 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees will not exceed 2.0% annually, billed quarterly in advance. Fees are negotiable, and accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
2020 S. Tryon Street, Suite 2B, Charlotte, NC, 28203
Get directionsHistory
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.
Exams
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