RBC Capital Markets
43yrs
Top advisor by experience in Spring
29yrs
Charles Christopher Wright
Financial advisor at United Planners' Financial Services of America a Limited Partner
At a glance
Experience29 years (since 1997)
How that compares ?Top 15% by experience in Texas
OfficeSpring, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2008 – nowUnited Planners' Financial Services of America a Limited PartnerCurrent firm
- 2002 – 2008American General Securities IncorporatedPreviously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Charles
How do I contact Charles?
Call United Planners' Financial Services of America a Limited Partner at 480-991-0225 and ask for Charles Christopher Wright. Charles works from the Spring, TX office.
How long has Charles been a financial advisor?
Charles has been in the industry since 1997, about 29 years. Top 15% by experience in Texas.
What licenses does Charles hold?
Series 63, Series 65. 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?
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 Charles for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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