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Wright Planning LLC
Wright Planning, LLC is a fee-only financial planning firm that provides tax-focused planning and investment management to business owners. It is a...
Overview
Wright Planning, LLC is a fee-only financial planning firm that provides tax-focused planning and investment management to business owners. It is a registered investment advisor registered with the state of Indiana.
General information
Firm type
RIA
Location
Country
United States
City
Fishers
Principals
Brian O. Wright
CFP®, MBA
Joshua Walker
Brian Wright
Chief Compliance Officer
Sector focus
Frequently asked questions
What sectors does Wright Planning LLC invest in?
No sector-specific investments have been reported. Wright Planning LLC has no publicly known portfolio companies, real estate holdings, or financial instruments. Its sector exposure is entirely unobservable.
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