Advisor at AdaptFirst Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AdaptFirst Investments LLC
Location
Kernersville, NC 27284
Credentials
Series 65
Industry experience
5 years
Bobby Wright is a Series 65 licensed advisor at AdaptFirst Investments LLC with five years of industry experience. He has worked at AdaptFirst since 2021 and also serves as president of Joe Wright CPA, an accounting and tax preparation firm he founded in 2013. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO work. The firm combines technical and fundamental analysis with a value-oriented approach and offers additional services such as bookkeeping, tax preparation, and financial coaching.
Based on AdaptFirst Investments LLC
Project Based Financial Planning: Fixed fee between $500 and $2,000 (negotiable).
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,000+: 0.75%
Some advisors receive commissions from sale of insurance or securities products, presenting conflict of interest.
CFO Service Fees: $200 to $300 per hour; Other hourly consulting fees start at $200 per hour.
CIO Subscription Services: typically $700 per month; Financial Coaching/Budget Boot Camp: $810 annually for individuals, $1110 for couples billed monthly in arrears; Bookkeeping Service Fees range from $500 to $4,000 per month; Tax Preparation Fees range from $250 to $5,000 per engagement.
109 East Mountain Street, Suite A
Kernersville, NC 27284
North Carolina
AdaptFirst Investments LLC
2021 - Present (5 years)
Joe Wright CPA
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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