RBC Capital Markets
46yrs
Top advisor by experience in Frisco
41yrs
Charles Wright is a fiduciary financial advisor in Frisco, Texas, with 41 years in the industry. Charles joined Eagle Strategies in 2002, a firm offering financial planning, investment management, and retirement plan consulting. Eagle Strategies reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 2% by experience in Frisco
Office2967 Hancock Drive, Frisco, TX 75033
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2002 – nowEagle Strategies LLCCurrent firm
Contact Charles
(888) 695-3245Firm headquarters in New York, NY. Ask for Charles. 2967 Hancock DriveFrisco, TX 75033Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Charles
Tailored to Charles’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 Charles
How do I contact Charles?
Call Eagle Strategies at (888) 695-3245 and ask for Charles Wright. Charles works from the Frisco, TX office.
How long has Charles been a financial advisor?
Charles has been in the industry since 1986, about 41 years. Top 2% by experience in Frisco.
What licenses does Charles hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Charles 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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