TrueAdvisor
TrueAdvisor
EW
CFP
EW
CFP

Edward Wright

Golden Reserve Retirement, LLC
11 Years of Experience
Dayton, OH
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Edward Wright is a CFP-designated registered investment advisor at Golden Reserve Retirement, LLC, based in Dayton, OH, with 11 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,008 clients with $540M in assets under management.

Golden Reserve Retirement, LLC
Compensation
Fixed/Hourly
Firm Size
27 advisors
Number of Clients
2,008 clients
Average Client Portfolio
$271K average
Assets Under Management
$544.3M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Golden Reserve Retirement charges a negotiated fixed annual fee between $5,500 and $15,000 for combined portfolio management and financial planning, rather than a direct percentage of assets under management.

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

Location

925 Congress Park Drive, Suite A, Dayton, OH, 45459

Get directions

History

Regulatory History (1)
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.
Criminal
September 2004
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward established Wright Up Your Alley LLC in 2011 and is a partner in Galt Property Holdings LLC, Rand Property Holdings LLC, and Taggart Property Holdings LLC, which buy, sell, and rent residential real estate; he spends minimal time on these activities. Edward is also a licensed insurance agent through Golden Reserve, LLC, selling insurance products and fixed annuities, dedicating full-time hours to this activity.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Dean Financial Services
March 2015 - May 2023 · 8 yrs 2 mos
Dean Investments
March 2015 - May 2023 · 8 yrs 2 mos
State Registrations5 states
INKSKYMOOH
Advisor

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.
More Advisors
More financial advisors in Dayton, OH →All financial advisors in Ohio →