Brian Wright is a CFP-designated registered investment advisor at Wright Planning, LLC, based in Fishers, IN, with 16 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $6.0M | 0.40% |
| $6.0M - $12.0M | 0.20% |
| $12M+ | 0.10% |
Fees are based on household net worth rather than assets under management. There is a $6,000 minimum annual fee.
Fee Estimator
Contact
Brian Wright
Location
14074 Trade Center Drive, Ste 201, Fishers, IN, 46038
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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 Activities
Brian is a business consultant at Wright Accounting Group, LLC, an accounting firm, providing business consulting and operational support. This activity takes about half of Brian's time.
Employment History
Current Registrations
Wright Planning, LLC
Previous Registrations
Argi Investment Services, LLC
Valeo Financial Advisors, LLC
Unitewright, LLC
Market Street Wealth Management Advisors, LLC
Hufford Financial Advisors, LLC
State Registrations1 state
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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