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Advisors / Ohio / Centerville
34yrs

Arthur Wright

Financial advisor at Money Concepts Advisory Service

Arthur Wright is a fiduciary financial advisor in Centerville, Ohio, with 34 years in the industry. Arthur joined Money Concepts Advisory Service in 1998, a firm offering financial planning and investment management. Money Concepts Advisory Service reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 147 advisors with offices in Centerville, and one of 117 fiduciaries.

Centerville, OHTop 8% by experience in OhioFiduciary advisor

At a glance

Experience34 years (since 1992)
How that compares ?Top 8% by experience in Ohio
OfficeCenterville, OH
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$237,847
Advisors at the firm390
States licensed ?1 state

Services through Money Concepts Advisory Service

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 1998 – now

Questions to ask Arthur

Tailored to Arthur’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Arthur

How do I contact Arthur?

Call Money Concepts Advisory Service at (561) 472-2000 and ask for Arthur Wright. Arthur works from the Centerville, OH office.

How long has Arthur been a financial advisor?

Arthur has been in the industry since 1992, about 34 years. Top 8% by experience in Ohio.

What licenses does Arthur hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Arthur a fiduciary?

Arthur is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Arthur paid?

Money Concepts Advisory Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Arthur 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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