$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-2022
- Office Locations
- 1
Office Locations
14074 Trade Center Drive STE 201 Fishers IN
About Wright Planning, LLC
Wright Planning, LLC is a fee-only financial planning firm providing tax-focused planning and investment management for business owners, pairing cash-flow and tax-conscious strategies with ETF-heavy, diversified portfolios. The firm is led by CFP® Brian O. Wright, MBA, and supported by planner Joshua Walker, with assets custodied at Charles Schwab and Altruist.
Team overview
42 AVG AGE
$4.0M AVG AUM / ADVISOR
$574.5K AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN O. WRIGHT
Advisor, Chief Compliance Officer
- CRD
- #4898757
- Ownership
- 75% or more
Available
Available
Available
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Joshua Walker
Financial Planner
- CRD
- #7833202
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,042,586 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,042,586 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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