Weikart Advisory Services
34yrs
Top advisor by experience in Camas
15yrs
David Wright has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Camas, Washington. David has been with Fisher Investments since 2012. Fisher Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 314 advisors with offices in Camas, and one of 307 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?Top 17% by experience at Fisher Investments
Office5525 NW Fisher Creek Dr, Camas, WA 98607
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?2 states
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther 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 65Uniform Investment Adviser Law Examination
Career
- 2012 – nowFisher InvestmentsCurrent firm
Contact David
Local office(360) 335-3004Ask for David. (800) 851-8845Main office · Plano, TX 5525 NW Fisher Creek DrCamas, WA 98607Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 David
How do I contact David?
Call David’s local office at (360) 335-3004 or the Fisher Investments main office at (800) 851-8845, and ask for David Wright.
How long has David been a financial advisor?
David has been in the industry since 2012, about 15 years. Top 17% by experience at Fisher Investments.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask David 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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