WRIGHT FINANCIAL & BUSINESS ADVISORS

RIASEC Registered

Total AUM

$4.2M

Discretionary

$3.3M

78% of AUM

Avg account

$264K

Accounts

Employees

Advisory reps

Firm details

Headquarters: FRESNO, California
CRD number: 133346
Website: www.wrightfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Wright Financial & Business Advisors operates as an independent registered investment advisory firm structured as a sole proprietorship. The firm focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. The owner of the firm is an individual, and it does not engage in capital allocation or multi-state advisory services. Wright Financial & Business Advisors also functions as an insurance broker, integrating insurance solutions into their financial planning offerings. The firm does not actively pursue ESG investments.