Edward Jones
40yrs
Top advisor by experience in Issaquah
36yrs
Robert Wright is a fiduciary financial advisor in Issaquah, Washington, with 36 years in the industry. Robert joined Wright Wealth Management in 2012, after 13 years at Charles Schwab & CO.. Robert holds the CFP® designation.
One of 99 advisors with offices in Issaquah, and one of 96 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 6% by experience in Issaquah
OfficeIssaquah, WA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$917,351
States licensed ?1 state
Services through Wright Wealth Management
Financial planningInvestment management for individuals and small businessesOther 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.
Career
- 2012 – nowWright Wealth Management, LLCCurrent firm
- 1999 – 2012Charles Schwab & CO., Inc.Previously
Contact Robert
(425) 830-0834Wright Wealth Management main office Issaquah, WAOffice · Get directions Firm websiteHTTP://WWW.WRIGHTWEALTHMGMT.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Wright Wealth Management at (425) 830-0834 and ask for Robert Wright. Robert works from the Issaquah, WA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1990, about 36 years. Top 6% by experience in Issaquah.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wright Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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.
Other advisors nearby
Prism Financial Planning
39yrs
Top 2% by experience in Issaquah
Wedbush Securities
38yrs
Top 3% by experience in Issaquah
Edward Jones
37yrs
Top 1% by experience at Edward Jones
Edward Jones
37yrs
Top 1% by experience at Edward Jones
LPL Financial
35yrs
Top 7% by experience in Issaquah