Jeffrey Wright
Teamwork Financial Group · Houston, Texas
Jeffrey Wright is a fee-only financial advisor at Teamwork Financial Group in Houston, Texas, who holds the CFP and ChFC credentials. Jeffrey charges a percentage of assets (1.2% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Teamwork Financial Group |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.2% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.01B across 4,648 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX · CRD 2515933 |
| Exams passed | Series 63 (1994) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.teamworkfinancial.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Wright a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Teamwork Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets.
How much does Jeffrey charge?
According to Teamwork Financial Group's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed.
Where is Jeffrey Wright based?
Jeffrey Wright is based in Houston, Texas.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, estate & legacy planning and tax planning. Jeffrey works with retirees and pre-retirees.
What credentials does Jeffrey Wright hold?
Jeffrey Wright holds the CFP and ChFC credentials.
Is Jeffrey Wright registered with the SEC?
Yes. Jeffrey Wright is registered as an investment adviser representative in TX (CRD 2515933), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Teamwork Financial Group manage?
Teamwork Financial Group reports $1.01B across 4,648 accounts in assets under management.
How do I contact Jeffrey Wright?
Through Jeffrey's website, www.teamworkfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Teamwork Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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