Katie Wright is a registered investment advisor at Newport Group Consulting, LLC, based in Sanford, FL, with 1 years of industry experience. Katie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,761 clients with $5.1B 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 | 0.15% |
Fee applies only to assets within the participating employer-sponsored retirement plan account.
Fee Estimator
Location
Sanford, FL
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 →Employment History
Current Registrations
Newport Group Consulting, LLC
Ascensus Broker Dealer Services, LLC
Ascensus Broker Dealer Services, LLCBroker
Previous Registrations
Ascensus Investment Advisors, LLC
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
More Advisors
- Demel Gonzalez, CFPHeartwood Financial Services
- Madison Hill, CFPEdward Jones
- Steve Williams, CFA
- Amit Patel, CFP, PFS
- George Clement, CFAGbc Investment Group
- Calin Hartshorn, CFPEdward Jones