RBC Capital Markets
47yrs
Top advisor by experience in Orlando
31yrs
Frederick Wright
Full name on record: Frederick Dean Wright
Financial advisor at Royal Fund Management
Frederick Wright is a fiduciary financial advisor in Orlando, Florida, with 31 years in the industry. Frederick joined Royal Fund Management in 2018, after three years at Lanark Financial and a year at J.W. Korth & Company. Royal Fund Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 13% by experience in Orlando
OfficeOrlando, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$310,894
Advisors at the firm83
States licensed ?1 state
Services through Royal Fund Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther 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.
Career
- 2018 – nowRoyal Fund Management, LLCCurrent firm
- 2014 – 2017Lanark Financial, Inc.Previously
- Feb 2013 – May 2014J.W. Korth & CompanyPreviously
- May 2011 – Nov 2012Fifth Third Securities, Inc.Previously
- Mar 2011 – May 2011Invest Financial CorporationPreviously
- Jun 2010 – Mar 2011FNB Brokerage Services, Inc.Previously
- Dec 2008 – Jan 2010PNC Wealth Management LLCPreviously
Contact Frederick
(352) 750-1637Firm headquarters in Lady Lake, FL. Ask for Frederick. Orlando, FLOffice · Get directions Instagram pageRoyal Fund ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Frederick
Tailored to Frederick’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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Frederick
How do I contact Frederick?
Call Royal Fund Management at (352) 750-1637 and ask for Frederick Wright. Frederick works from the Orlando, FL office.
How long has Frederick been a financial advisor?
Frederick has been in the industry since 1996, about 31 years. Top 13% by experience in Orlando.
What licenses does Frederick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Frederick a fiduciary?
Frederick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frederick paid?
Royal Fund Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Frederick 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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