TLG Advisors
47yrs
Top advisor by experience in Summit
26yrs
William Wright has worked in the financial industry for 26 years and is a financial advisor based in Summit, New Jersey. William has been with TLG Advisors since 2021; before that, William spent 14 years at Voya Financial Advisors and six years at Osaic FS. William holds the CFP® designation.
At a glance
Experience26 years (since 2001)
How that compares ?Top 24% by experience in Summit
Office475 Springfield Ave, Summit, NJ 07901
FirmTLG Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$430,112
Advisors at the firm301
States licensed ?1 state
Services through TLG Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowTLG Advisors, Inc.Current firm
- 2007 – 2021Voya Financial Advisors, Inc.Previously
- 2001 – 2007Osaic FS, Inc.Previously
Contact William
(888) 371-0013TLG Advisors main office 475 Springfield AveSummit, NJ 07901Office · Get directions LinkedIn pageTLG Advisors
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call TLG Advisors at (888) 371-0013 and ask for William Wright. William works from the Summit, NJ office.
How long has William been a financial advisor?
William has been in the industry since 2001, about 26 years. Top 24% by experience in Summit.
What licenses does William hold?
Series 63. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is William paid?
TLG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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