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Brian Wright

Blue Horizon Equity, INC.
24 Years of Experience
Ponte Vedra Beach, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Wright is a registered investment advisor at Blue Horizon Equity, INC., based in Ponte Vedra Beach, FL, with 24 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,491 clients with $750M in assets under management.

Blue Horizon Equity, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,491 clients
Average Client Portfolio
$500K average
Assets Under Management
$745.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$99
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum advisor fee is 1.75% per year. Additional administrative fees, strategist fees, and minimum account fees of $99 apply depending on the program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4400 Marsh Landing Blvd STE 101/102, Ponte Vedra Beach, FL, 32082

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2016
Denied
Customer Dispute
March 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is involved with several insurance carriers (Aetna, Humana, United Health Care) and Nassau Wealth Management, where he is president and spends full-time hours. He also has ownership in Kuhn Flowers (minimal time) and sells fixed insurance through iTP Partners (a few hours per week).

Employment History
Current Registrations
Blue Horizon Equity, INC.
June 2026 - Present · 4 mos
Cetera Wealth Services, LLCBroker
May 2026 - Present · 5 mos
Previous Registrations
Osaic Wealth, INC.
October 2024 - May 2026 · 1 yr 7 mos
Osaic Wealth, INC.Broker
October 2024 - May 2026 · 1 yr 7 mos
American Portfolios Advisors, INC
July 2014 - October 2024 · 10 yrs 3 mos
American Portfolios Financial Services, INC.Broker
July 2014 - October 2024 · 10 yrs 3 mos
AXA Advisors, LLC
April 2002 - July 2014 · 12 yrs 3 mos
AXA Advisors, LLCBroker
March 2002 - July 2014 · 12 yrs 4 mos
State Registrations12 states
CACTFLGAIDMDMSMTNCOHSCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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