Joshua Walker is a registered investment advisor at Wright Planning, LLC, based in Fishers, IN, with 2 years of industry experience. Joshua 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
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
Joshua is a Product Manager at Kamar Products, Inc. This activity is not investment-related and takes minimal time during trading hours.
Employment History
Current Registrations
Wright Planning, 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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