International Assets Investment Management
42yrs
Top advisor by experience in Fishers
22yrs
Brian Wright has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Fishers, Indiana. After a year at Cerity Partners Ocio and five years at Valeo Financial Advisors, Brian joined Wright Planning in 2022, a firm offering financial planning and investment management. Brian holds the CFP® designation.
One of 135 advisors with offices in Fishers, and one of 120 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
Office14074 Trade Center Drive Suite 201, Fishers, IN 46038
FirmWright Planning
How the firm is paid ?Hourly, Flat fee, Other
Typical client at the firm ?$618,660
Advisors at the firm2
States licensed ?1 state
Services through Wright Planning
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWright Planning, LLCCurrent firm
- Jan 2021 – Jan 2022Cerity Partners Ocio LLCPreviously
- 2016 – 2021Valeo Financial Advisors, LLCPreviously
- Oct 2014 – Jun 2016Unitewright, LLCPreviously
- 2011 – 2014
- Jan 2010 – May 2011Hufford Financial Advisors, LLCPreviously
Contact Brian
Local office(317) 507-1900Ask for Brian. (317) 537-1987Main office 14074 Trade Center Drive Suite 201Fishers, IN 46038Office · Get directions Firm websitewww.wrightplanning.com
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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
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About Brian
How do I contact Brian?
Call Brian’s local office at (317) 507-1900 or the Wright Planning main office at (317) 537-1987, and ask for Brian Wright.
How long has Brian been a financial advisor?
Brian has been in the industry since 2005, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Wright Planning reports being paid by hourly fees, flat or fixed fees, other fees. Ask Brian 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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