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William Wright

Advisor at J. W. Cole Advisors, Inc.

Updated today

Location

Elizabethtown, KY 42701

Credentials

Series 65

Industry experience

17 years

About

William Wright is a Series 65 licensed financial advisor with 17 years of industry experience. He currently works at J.W. Cole Advisors, Inc. and previously managed The Wright Legacy Group, LLC for 20 years. Outside of his advisory role, he serves as a trustee on the board of Campbellsville University and owns Wright Farm, a cattle and hay operation. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Client services

Based on J. W. Cole Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Hourly & fixed rate consulting

Expertise

Based on J. W. Cole Advisors, Inc.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Based on J. W. Cole Advisors, Inc.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for financial planning and consulting services; amounts negotiated

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%

Commissions

IARs may receive commissions for securities and insurance products when acting as registered representatives or insurance agents

Project-based

Up to $350 per hour for financial planning and consulting

Subscriptions

Ongoing financial planning and consulting services may be charged on a recurring fee basis

Other

Account minimum: $10,000 for Transaction-Based Advisory Account Programs; $100,000 for Asset-Based Advisory Account Program; $10,000 for FMAX Program; no minimum for financial planning services but minimum fee applies Minimum fee: Minimum fee generally 0.25%; maximum fee generally 3.00%; exceptions and waivers possible Fee-only: Financial planning and consulting services offered for hourly fees up to $350/hour, flat fees, or ongoing recurring fees

Location

1104 Julianna Court

Elizabethtown, KY 42701

Most active in

Kentucky

Work history

J.W. Cole Advisors, Inc.

2024 - Present (2 years)

The Wright Legacy Group, Llc

2004 - 2024 (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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