Wright Financial Advisory LLC is a New Jersey-based registered investment advisor founded in 2026 by Kyle Wright. The firm operates strictly on an advice-only and fee-only basis, meaning it does not manage client money, make trades on your behalf, or hold custody of your funds. Instead, Wright Financial Advisory provides personalized financial planning, retirement strategies, and investment education, leaving clients responsible for executing recommendations at the financial institution of their choice. Services range from one-time financial evaluations and comprehensive planning projects to ongoing monthly advisory subscriptions and hourly consulting. The firm does not accept commissions, trailing fees, or third-party kickbacks, ensuring advice remains independent.
Fee Structure
Wright Financial Advisory offers a monthly advisory subscription ranging from $99 to $199 per month, depending on how complex your needs are. This ongoing service includes continuous investment coaching, retirement account allocation advice, and model portfolio guidance.
- Financial Services Report Card — $95 fixed fee for a one-time, limited-scope evaluation of your current financial standing
- Comprehensive Financial Planning — Starting at $2,500 for deep-dive planning projects covering retirement and tax strategies
- Hourly Consulting — $150 to $350 per hour for specific, project-based requests