Isaac Wright
Isaac Wright is a CFP, ChFC-designated registered investment advisor at J. W. Cole Advisors, INC., based in Midlothian, VA, with 17 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
13537 Waterford Place, Midlothian, VA, 23112
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Regulatory History (1)
Customer Dispute
February 2026Other Business ActivitiesSells Insurance
Isaac is the President of Financial Dynamics & Associates, where he meets with clients for financial planning, investment, and insurance solutions, taking nearly full-time hours. He is also the President of Wright Advice Consulting, providing consulting services to financial and insurance professionals, dedicating minimal time.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
Global Financial Private Capital, LLC
Redhawk Wealth Advisors, INC.
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.