Firm
Wright Planning, LLC
Fishers, Indiana
Fee-only
Wright Planning, LLC at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 13 individual clients, 9 of them high net worth.
- Its average account is about $168,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fishers, Indiana |
|---|---|
| Website | wrightplanning.com |
| [email protected] | |
| Phone | (317) 537-1987 |
Wright Planning, LLC fees
Wright Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 4 |
| High-net-worth clients | 9 |
| Accounts managed | 48 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 319025 |