Wright Benefit Advisors Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,914,974
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
8
38% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$739,372
About
Wright Benefit Advisors provides portfolio management, pension consulting (including 401(k) plan services), financial planning, and education seminars and workshops to individuals (including high‑net‑worth clients), businesses, and pension/profit‑sharing plans. The firm serves a small client roster and delivers services on both ongoing asset‑based engagements and shorter‑term or hourly consulting assignments.
The adviser documents client objectives in written Investment Policy Statements and applies a mix of fundamental, quantitative, technical analysis and modern portfolio theory to construct long‑term portfolios, offering both discretionary and non‑discretionary management. Wright Benefit Advisors also uses model portfolios and tax‑management tools available through its custodian platform and provides regular account reports generated by the custodian.
Distinctive features for the firm include an unusually large share of assets managed on a non‑discretionary basis (roughly $31.5 million non‑discretionary versus about $5.9 million discretionary) and the provision of education seminars and periodic client communications. The firm is affiliated with an insurance brokerage and discloses that representatives may offer insurance products, a relationship the brochure notes can create potential conflicts that are disclosed and managed.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Annuities
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $250,000: 2.50% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
$130 - $385 per hour, depending on service type (e.g., $130 for administrative work, $375 for investment analysis and fiduciary services)
Main office location
Wright Benefit Advisors Inc.
655 Rockland Road, Suite 201
Lake Bluff IL 60044, United States
Number of offices
1
Most active in
Wright Benefit Advisors Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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