Wright Financial & Business Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,217,108
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$527,139
About
The firm provides portfolio management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth individuals. It manages a small number of client relationships and advises on a range of securities as well as variable life insurance and variable annuity products.
The firm develops personalized investment policies through in-depth client interviews, employing fundamental analysis, asset allocation, and a long-term purchase approach with quarterly reviews and annual rebalancing; accounts may be managed on a discretionary or non-discretionary basis. Financial planning engagements produce a written plan and the firm advises clients to coordinate implementation with other professionals as appropriate.
Notably, the adviser is also a state-licensed life and health insurance agent and sells insurance products for which it receives commission compensation, a business activity the brochure discloses and identifies as separate from advisory fees. This combination of fee-based portfolio management and ongoing insurance brokerage activity is uncommon among peer independent solo advisers and is explicitly disclosed as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Life insurance needs analysis
Fee options
Financial planning fees typically ranging from $1,200 to $4,000; other plans up to $6,000; annual updates $600 to $2,000
$1 - $250,000: 0.80% $250,001 - $1,000,000: 0.40% $1,000,001 - $5,000,000: 0.20% $5,000,001 - $10,000,000: 0.10% $10,000,001+: 0.05%
Commission compensation from insurance products as a licensed insurance agent
Account minimum: $1 Fee-only: Fixed fees for financial planning ranging from $600 to $6,000 depending on service
Main office location
Wright Financial & Business Advisors
265 East River Park Circle, Suite 260
Fresno CA 93720-1578, United States
Number of offices
1
Most active in
Wright Financial & Business Advisors has reported serving >5 clients in these states in the last 12 months.
California
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
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