Wright Benefit Advisors Inc.

RIASEC Registered

Total AUM

$31.5M

Discretionary

$5.9M

19% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Lake Forest, Illinois
CRD number: 289479
Website: wrightbenefit.com
Custodians: NEWPORT GROUP SECURITIES, INC., CAPITAL CLIENT GROUP, INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Pension & Profit Sharing Plans81.23%
HNWI17.07%
Individuals1.71%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wright Benefit Advisors Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through publications and workshops. Its fee model combines a percentage-of-AUM charge with hourly billing. The adviser is not flagged as an active ESG investor, and it does not operate as a multi-state or capital-allocating adviser. The firm lists an industry affiliation with an insurance company.