# Brian Wright

> Brian Wright is a fee-only financial advisor at Wright Planning, LLC in Fishers, Indiana, who holds the CFP credential. Brian focuses on tax planning and small business owners. Wright Planning, LLC reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-wright/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Wright Planning, LLC
- **Based in:** Fishers, Indiana
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $8.0M across 48 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Small business owners
- **CRD:** 4898757 (https://adviserinfo.sec.gov/individual/summary/4898757)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (2005), Series 65 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://wrightplanning.com

## Frequently asked questions

### Is Brian Wright a fee-only financial advisor?

Yes. Brian Wright is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.

### How does Brian charge for financial advice?

Brian's firm, Wright Planning, LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Brian Wright based?

Brian Wright is based in Fishers, Indiana.

### What does Brian specialize in?

Brian's specialties include tax planning and small business owners.

### What credentials does Brian Wright hold?

Brian Wright holds the CFP credential.

### Is Brian Wright registered with the SEC?

Yes. Brian Wright is registered as an investment adviser representative in IN (CRD 4898757), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wright Planning, LLC manage?

Wright Planning, LLC reports $8.0M across 48 accounts in assets under management.

### How do I contact Brian Wright?

Through Brian's website, wrightplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48775): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://wrightplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.