Wright Planning, LLC

Wright Planning, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, and small businesses, delivering combined financial planning and investment management (investment management is not offered on a stand‑alone basis). The firm is small — two advisors managing roughly $8.0 million for about 13 clients — and offers ongoing, hourly, and project‑based planning engagements.

The firm’s investment process blends fundamental and technical analysis and employs both passive and active funds within a strategic and tactical asset allocation framework grounded in modern portfolio theory, with account supervision guided by client objectives, risk tolerance, and tax considerations. Portfolios are constructed for diversification and tax efficiency, clients may impose reasonable investment restrictions, and trades are executed on an individual‑account basis rather than in aggregated block trades.

A distinctive operational feature is the firm’s pricing approach: rather than a conventional percentage‑of‑AUM billing model, fees are structured on tiered household net‑worth bands with a $6,000 minimum and with additional options for hourly or fixed project planning fees. The firm also discloses it does not use performance‑based fees or wrap programs and refers tax preparation to a third‑party tax provider that has a disclosed family connection to the principal, with the firm stating it receives no referral compensation.