ChooseAFinancialAdvisor.com
Advisors / Utah / Kaysville
25yrs

Brendon Wright

Financial advisor at Strategic Advisers

Brendon Wright has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Kaysville, Utah. After three years at Fidelity Personal and Workplace Advisors and nine years at Securian Financial Services, Brendon joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.

One of 37 advisors with offices in Kaysville, and one of 37 fiduciaries.

Kaysville, UTTop 8% by experience at Strategic AdvisersFiduciary advisor

At a glance

Experience25 years (since 2001)
How that compares ?Top 8% by experience at Strategic Advisers
OfficeKaysville, UT
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther 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 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. 2022 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2001 – 2010
    Securian Financial Services, Inc.Previously

Contact Brendon

(617) 563-7000Firm headquarters in Boston, MA. Ask for Brendon. Kaysville, UTOffice · Get directions

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Questions to ask Brendon

Tailored to Brendon’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  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

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About Brendon

How do I contact Brendon?

Call Strategic Advisers at (617) 563-7000 and ask for Brendon Wright. Brendon works from the Kaysville, UT office.

How long has Brendon been a financial advisor?

Brendon has been in the industry since 2001, about 25 years. Top 8% by experience at Strategic Advisers.

What licenses does Brendon hold?

Series 66. Tap any license on this page to see what it allows.

Is Brendon a fiduciary?

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

How is Brendon paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brendon 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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