WRIGHT PLANNING, LLC

Overview

Wright Planning, LLC is a small, independent Registered Investment Adviser focused on serving individual and family clients with financial planning and discretionary portfolio management for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual advisor, positioning it as a boutique practice that leans heavily into direct client relationships rather than institutional mandates. The firm’s billing approach is not AUM‑centric; it uses hourly charges, fixed fees and other non‑AUM billing arrangements. Wright Planning does not identify as an active ESG investor and is not registered as a multi‑state adviser, which suggests a geographically concentrated client base and a traditional, equity‑focused investment posture.

Assets & Accounts

Public Holdings

Location & Offices