Brian Wright
Wright Planning, LLC · Fishers, Indiana
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.
Request an introduction to Brian →
Specialties
Facts
| Firm | Wright Planning, LLC |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $8.0M across 48 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 4898757 |
| Exams passed | Series 63 (2005) · Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wrightplanning.com |
| Profile |
How Brian's firm compares
- Wright Planning, LLC's average account is about $168,000, from its Form ADV (assets managed divided by 48 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Wright Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.