Wright Planning is a registered investment advisor located in Fishers, Indiana, founded in January 2022 and principally owned by Brian O. Wright. Wright Planning provides combined financial planning and investment management services, as investment management is not offered on a standalone basis. The firm creates individually tailored investment portfolios and comprehensive financial plans addressing areas such as business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance, retirement planning, and tax preparation coordination. Wright Planning primarily serves individuals, high-net-worth individuals, and businesses using fundamental and technical analysis combined with modern portfolio theory and strategic asset allocation.
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.
