Joshua Walker
Wright Planning · Fishers, Indiana
Joshua Walker is a fee-only financial advisor at Wright Planning in Fishers, Indiana. Wright Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wright Planning |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $8.0M across 48 accounts |
| SEC registration | Investment adviser representative in IN · CRD 7833202 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wrightplanning.com |
How Joshua's firm compares
- Wright Planning's average account is about $168,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Joshua
Is Joshua Walker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Wright Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Wright Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Walker based?
Joshua Walker is based in Fishers, Indiana.
Is Joshua Walker registered with the SEC?
Yes. Joshua Walker is registered as an investment adviser representative in IN (CRD 7833202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wright Planning manage?
Wright Planning reports $8.0M across 48 accounts in assets under management.
How do I contact Joshua Walker?
Through Joshua's website, www.wrightplanning.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
- 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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