RL Wright & Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
R.L. Wright & Associates, LLC provides fee-based financial planning, discretionary and non-discretionary portfolio management, and retirement-plan advisory services to individual clients and qualified employer-sponsored plans (including 401(k), 403(b), pension, and profit-sharing plans). The firm reports managing approximately $5.2 million in client assets across about 11 clients and offers fixed-fee financial plans and 401(k) reviews.
The firm tailors investment strategies and financial plans to client objectives, conducts periodic reviews, and may recommend third-party managers (TPMs) while monitoring their performance and delivering TPM disclosure materials. For retirement plans, the firm may act as a limited-scope ERISA 3(21) fiduciary, providing non-discretionary investment advice, IPS assistance, participant education, and ongoing monitoring of plan investment options.
Noteworthy distinctions include an affiliation with an insurance business: while the advisory entity does not sell annuities or insurance directly, the managing member offers insurance products through an affiliated company and also operates a tax-preparation business, allocating roughly 60% of their time to those other activities—facts the brochure discloses as potential conflicts of interest with mitigating procedures. The firm also commonly uses TPMs and may receive an ongoing portion of TPM advisory fees, and it provides ERISA plan services and portfolio management with no stated account minimums despite its relatively small asset base.
Client services
Expertise
Fee options
Financial planning services flat fee between $250 and $10,000; 401k Reviews billed 100% at contract signing
Under $1,000,000 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 0.95% annually $3,000,000.01 - $5,000,000: 0.75% annually Over $5,000,000+: Negotiable
Main office
325 Eisenhower Drive, Unit B
Savannah GA 31406
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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