Wright Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wright Planning, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, and small businesses, delivering combined financial planning and investment management (investment management is not offered on a stand‑alone basis). The firm is small — two advisors managing roughly $8.0 million for about 13 clients — and offers ongoing, hourly, and project‑based planning engagements.
The firm’s investment process blends fundamental and technical analysis and employs both passive and active funds within a strategic and tactical asset allocation framework grounded in modern portfolio theory, with account supervision guided by client objectives, risk tolerance, and tax considerations. Portfolios are constructed for diversification and tax efficiency, clients may impose reasonable investment restrictions, and trades are executed on an individual‑account basis rather than in aggregated block trades.
A distinctive operational feature is the firm’s pricing approach: rather than a conventional percentage‑of‑AUM billing model, fees are structured on tiered household net‑worth bands with a $6,000 minimum and with additional options for hourly or fixed project planning fees. The firm also discloses it does not use performance‑based fees or wrap programs and refers tax preparation to a third‑party tax provider that has a disclosed family connection to the principal, with the firm stating it receives no referral compensation.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fees up to $6,000, negotiable
$0 - $6,000,000: 0.40% $6,000,001 - $12,000,000: 0.20% $12,000,001+: 0.10%
$500 per hour
Minimum fee: Minimum annual fee of $6,000 Fee-only: Financial planning fees based on hourly and fixed fees
Main office
14074 Trade Center Drive, Ste 201
Fishers IN 46038
Advisors at this office
2
Most active in
Indiana
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Advisors at this firm
Joshua W
Series 65
Fishers, IN
Wright Planning, LLC
Joshua Walker is a financial advisor at Wright Planning, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Wright Planning since 2023. Outside of his advisory role, he is a Product Manager at Kamar Products, Inc., a position he has held since 2002. Wright Planning serves individual and corporate clients by providing integrated financial planning alongside portfolio management. The firm employs a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and offers various planning engagements without standalone investment management.
Brian W
CFP®, Series 63, Series 65
Fishers, IN
Wright Planning, LLC
Brian Wright is a CFP® with 16 years of industry experience. He is a principal at Wright Planning, LLC and also serves as a business consultant at Wright Accounting Group, LLC. His prior experience includes positions at ARGI Investment Services, LLC and Valeo Financial Advisors. Wright Planning, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm combines fundamental and technical analysis within a strategic and tactical asset allocation framework, managing client accounts based on objectives, risk tolerance, and tax considerations.
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