Wright Financial Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wright Financial Advisory LLC is a fee-only, advice-only firm that provides comprehensive financial planning and investment consultation to individuals and small businesses. The firm does not manage client assets, does not have discretionary trading authority, and clients implement any recommendations through their chosen custodians.
The firm’s advice is informed by fundamental and macroeconomic analysis and is delivered on a non-discretionary basis through one-time engagements, hourly consulting, a monthly subscription service, and flat-fee comprehensive plans. Services explicitly include 401(k) allocation guidance and model portfolio coaching, and all fees are billed and collected in arrears.
What is distinctive for this firm is its combination of fixed and subscription fee schedules alongside hourly billing rather than AUM-based fees, while reporting $0 in regulatory assets under management because it does not take custody or manage portfolios. The firm is newly established and discloses the principal’s outside e-commerce and operations activities, which are described as occurring outside trading hours and not creating material conflicts with client services.
Client services
Expertise
Fee options
One-time financial services report card at $95; comprehensive financial planning flat fees starting at $2,500
Hourly consulting fees ranging from $150 to $350 per hour
Monthly advisory subscription fees ranging from $99 to $199 per month
Minimum fee: $95 one-time fee for Financial Services Report Card Fee-only: Flat fees starting at $2,500 for comprehensive financial planning; monthly advisory subscription fees from $99 to $199 per month; $95 one-time Report Card fee; hourly consulting at $150 to $350 per hour
Main office
West Orange NJ
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)