Wesley Wright is a CFA-designated registered investment advisor at Turtle Creek Wealth Advisors, LLC, based in Dallas, TX, with 7 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 140 clients with $2.8B 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 | 1.25% |
Portfolio management fees are individually negotiated and generally range from 0.25% to 1.25% annually. Separate account managers charge an additional 0.18% to 0.75%, and internal direct management strategies add an extra 0.20% annually.
Fee Estimator
Location
2828 N. Harwood Street, Suite 1250, Dallas, TX, 75201
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 Activities
Wesley is a partner with RWMA Investments, LLC, which owns land, rental properties, and other assets. He dedicates minimal time to this investment-related activity, including asset visits and reviews.
Employment History
Current Registrations
Turtle Creek Wealth Advisors, LLC
Previous Registrations
Texas Capital Bank Private Wealth Advisors
Raymond James Financial Services Advisors, INC
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
More Advisors
- Lawrence Gekiere, ChFCTurtle Creek Wealth Advisors, LLC
- David Spika, CFATurtle Creek Wealth Advisors, LLC
- John Reilly, CFATurtle Creek Wealth Advisors, LLC
- Richard Jackson, CFPTurtle Creek Wealth Advisors, LLC
- Jules Jouvenat, CFPHightower Advisors, LLC
- Nicholas Lalonde, CFPLPL Financial LLC