Isaac Wright
Isaac Wright is a CFP, ChFC-designated registered investment advisor at J. W. Cole Advisors, INC., based in Midlothian, VA, with 18 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B 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 $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
13537 Waterford Place, Midlothian, VA, 23112
Get directionsHistory
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.
Exams
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