Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
28yrs
Craig Wright
Full name on record: Craig Steven Wright
Financial advisor at United Planners' Financial Services of America a Limited Partner
Based in Scottsdale, Arizona, Craig Wright is a fiduciary financial advisor with 28 years of industry experience. Craig has been with United Planners' Financial Services of America a Limited Partner since 2002. United Planners' Financial Services of America a Limited Partner offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 18% by experience in Arizona
Office7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$410,135
Advisors at the firm362
States licensed ?1 state
Services through United Planners' Financial Services of America a Limited Partner
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
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 – now
Contact Craig
(480) 991-0225United Planners' Financial Services of America a Limited Partner main office 7333 E. Doubletree Ranch Road #120Scottsdale, AZ 85258Office · Get directions Firm websiteHTTPS://WWW.UNITEDPLANNERS.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Craig
Tailored to Craig’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Craig
How do I contact Craig?
Call United Planners' Financial Services of America a Limited Partner at (480) 991-0225 and ask for Craig Wright. Craig works from the Scottsdale, AZ office.
How long has Craig been a financial advisor?
Craig has been in the industry since 1998, about 28 years. Top 18% by experience in Arizona.
What licenses does Craig hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Craig a fiduciary?
Craig is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Craig paid?
United Planners' Financial Services of America a Limited Partner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Craig 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
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Scottsdale
Morgan Stanley
47yrs
Top 1% by experience in Scottsdale
Wells Fargo Advisors
47yrs
Top 1% by experience in Scottsdale
UBS Financial Services
47yrs
Top 1% by experience in Scottsdale
Asset Wealth Advisors
47yrs
Top 1% by experience in Scottsdale