WROUGHT FINANCIAL PLANNING

RIASEC Registered

Total AUM

$44.2M

Discretionary

$44.2M

100% of AUM

Avg account

$135K

Accounts

327

Employees

Advisory reps

Firm details

Headquarters: HADDONFIELD, New Jersey
CRD number: 314597
Website: fa.ml.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI75.18%
Individuals24.82%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wrought Financial Planning operates as an independent registered investment adviser organized as an LLC and appears to be owner-operated. The firm focuses on serving individual and family clients and functions as a capital allocator, directing client capital into third‑party managers in addition to managing portfolios directly. Its fee menu is flexible, including asset‑based fees, hourly charges, fixed fees and other arrangements. Disclosure filings list a range of advisory services: comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, periodic publications or newsletters, and educational seminars or workshops. Wrought does not identify as an active ESG investor and is not positioned as a multi‑state adviser.