Wright Benefit Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,914,974
Clients
8
Advisors
1
of 2 employees
About
Wright Benefit Advisors Inc. provides ongoing portfolio management, financial planning, pension consulting, and participant education to individuals, high‑net‑worth clients, businesses, and pension or profit‑sharing plans. The firm prepares investment policy statements, monitors portfolios on an ongoing basis, and offers education seminars and workshops for plan participants and other clients.
The adviser employs a mix of fundamental, quantitative, technical analysis and modern portfolio theory and generally implements a long‑term trading approach while documenting clients’ risk tolerance and objectives in written Investment Policy Statements. A substantial portion of the assets reported in the brochure are managed on a non‑discretionary basis, consistent with significant employer and plan‑sponsored relationships where the firm provides recommendations, monitoring, and plan governance support rather than full trading discretion.
Compared with many small independent advisers, Wright Benefit Advisors emphasizes pension consulting and corporate/plan work—recommending and monitoring money managers, creating written consulting plans, and delivering participant education—while also providing regular custodial account reports and annual portfolio overviews. The firm’s brochure discloses an affiliation with an insurance brokerage via its principal; it may offer insurance products that generate commissions but states limits on selling commissionable products to plans it advises and discloses potential conflicts tied to that affiliation.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 2.50% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00% $0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.25% $15,000,001+: Up to 0.25%
$130 to $385 per hour, with $130 for administrative tasks and up to $385 for professional services such as investment analysis and fiduciary services.
Main office
711 Newcastle Drive
Lake Forest IL 60045
Advisors at this office
1
Most active in
Illinois
Also doing business as
Wright Benefit Advisers Inc. · Wright Benefit Advisers, Inc. · Wright Benefit Advisors Inc.
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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