W
Wright Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$76,436,040
Clients
126
31% 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
126
Very HighAverage account size
$606,635
About
Wright Financial provides personalized financial planning and investment management to individuals, trusts, estates and small businesses, managing about $76 million for roughly 120 clients. The firm offers comprehensive planning services (cash flow, tax, retirement, education and estate work) and also facilitates purchases of commissionable products and insurance when deemed suitable.
The firm manages client assets on a primarily non‑discretionary basis, documenting goals with an Expectations Questionnaire and an Investment Policy Statement and obtaining client approval prior to trades. Its investment process is grounded in Modern Portfolio Theory with a core‑and‑satellite asset allocation using mutual funds, ETFs and variable insurance subaccounts, and it uses Monte Carlo simulation for retirement distribution analysis and conducts at least quarterly reviews.
Distinctive operational features include that the advisor is also a registered representative of a broker‑dealer and a licensed insurance agent, which the firm discloses and addresses through prospectus receipts and suitability documentation when recommending commissionable products. The firm runs periodic, no‑cost educational seminars for IMS clients and has an explicit practice of waiving an account’s IMS fee for the year following receipt of sponsor compensation for that account; it reports that compensation from sponsors does not exceed half of firm revenue.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Flat fee of $1,200 for financial planning (negotiable).
$0 - $250,000: Tactical Level: 1.35% - 1.70% depending on service tier $250,000 - $1,000,000: Strategic Level: 1.05% - 1.30% depending on service tier $1,000,000+: Stewardship Level: 0.77% - 0.95% depending on service tier
Commissions received from certain load mutual funds, insurance products, and Direct Participation Programs (DPPs) as disclosed.
$300 per hour for follow-up implementation work or hourly agreement when appropriate.
Account minimum: $250,000 Fee-only: Investment Monitoring Service (IMS) fees ranging from 0.77% to 1.70% annually based on asset level and service tier; hourly fees $300/hour; flat fee $1,200 for financial plan.
Main office location
Wright Financial, LLC
395 Taylor Blvd, Suite 107
Pleasant Hill CA 94523, United States
Number of offices
1
Most active in
Wright Financial, LLC 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
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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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