Wright Financial

Overview

Wright Financial is a newly formed limited liability company that registered with the SEC in 2026 and is individually owned. The firm positions itself as a small, owner-operated adviser providing traditional financial planning and portfolio management for individuals and small businesses, and it also offers selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting flexibility in pricing for different client needs. The firm identifies as a capital allocator and lists an affiliation with an insurance company. Wright Financial does not report active ESG investing practices, is not set up as a multi-state adviser, and does not present itself as a pension consultant or as part of a related-adviser group.

Assets & Accounts

Location & Offices