Merrill
43yrs
Top 1% by experience in San Luis Obispo
19yrs
Tricee Wright
Financial advisor at Blakeslee & Blakeslee Financial Advisers
Tricee Wright has worked in the financial industry for 19 years and is a fiduciary financial advisor based in San Luis Obispo, California. Tricee joined Blakeslee & Blakeslee Financial Advisers in 2017, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and hourly fees.
One of 153 advisors with offices in San Luis Obispo, and one of 127 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors nationwide
Office1101 Marsh St., San Luis Obispo, CA 93401
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$480,573
Advisors at the firm9
States licensed ?1 state
Services through Blakeslee & Blakeslee Financial Advisers
Financial planningInvestment management for individuals and small businesses
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 – nowBlakeslee & Blakeslee Financial Advisers Inc.Current firm
Contact Tricee
(805) 543-4366Blakeslee & Blakeslee Financial Advisers main office 1101 Marsh St.San Luis Obispo, CA 93401Office · Get directions
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Questions to ask Tricee
Tailored to Tricee’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 Tricee
How do I contact Tricee?
Call Blakeslee & Blakeslee Financial Advisers at (805) 543-4366 and ask for Tricee Wright. Tricee works from the San Luis Obispo, CA office.
How long has Tricee been a financial advisor?
Tricee has been in the industry since 2007, about 19 years. More experience than 59% of advisors nationwide.
What licenses does Tricee hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Tricee a fiduciary?
Tricee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tricee paid?
Blakeslee & Blakeslee Financial Advisers reports being paid by a percentage of the assets they manage, hourly fees. Ask Tricee 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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