LPL Financial
37yrs
Top advisor by experience in Liberty
17yrs
Benjamin Wright
Financial advisor at Strategic Advisers
Based in Liberty, Missouri, Benjamin Wright is a fiduciary financial advisor with 17 years of industry experience. Benjamin joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Benjamin holds the CFP® designation.
One of 67 advisors with offices in Liberty, and one of 62 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 21% by experience at Strategic Advisers
OfficeLiberty, MO
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 ?2 states
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2011 – 2018Strategic Advisers LLCPreviously
Contact Benjamin
(617) 563-7000Firm headquarters in Boston, MA. Ask for Benjamin. Liberty, MOOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Benjamin
How do I contact Benjamin?
Call Strategic Advisers at (617) 563-7000 and ask for Benjamin Wright. Benjamin works from the Liberty, MO office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2009, about 17 years. Top 21% by experience at Strategic Advisers.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Benjamin 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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