Morgan Stanley
47yrs
Top advisor by experience in Lake Forest
26yrs
Peter Wright has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Lake Forest, Illinois. After three years at Kingsbury Capital Investment Advisors, Peter joined Wright Benefit Advisors in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Wright Benefit Advisors reports being paid through a percentage of assets and hourly fees.
One of 142 advisors with offices in Lake Forest, and one of 131 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors in Illinois
Office711 Newcastle Drive, Lake Forest, IL 60045
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$739,372
States licensed ?1 state
Services through Wright Benefit Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
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
- 2017 – nowWright Benefit Advisors Inc.Current firm
- 2014 – 2017
Questions to ask Peter
Tailored to Peter’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 Peter
How do I contact Peter?
Call Wright Benefit Advisors at (847) 996-6900 and ask for Peter Wright. Peter works from the Lake Forest, IL office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2000, about 26 years. More experience than 74% of advisors in Illinois.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Wright Benefit Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Peter 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
North Shore Private Asset Management
46yrs
Top 1% by experience nationwide
RBC Capital Markets
45yrs
Top 1% by experience nationwide
Morgan Stanley
43yrs
Top 1% by experience nationwide
Wells Fargo Advisors
43yrs
Top 2% by experience in Illinois
Morgan Stanley
42yrs
Top 2% by experience in Illinois