Ameriprise Financial Services
47yrs
Top advisor by experience in Novi
17yrs
Based in Novi, Michigan, Kevin Wright is a fiduciary financial advisor with 17 years of industry experience. Kevin joined Strategic Advisers in 2026, after a year at Fisher Investments and seven years at Fidelity Personal and Workplace Advisors. Kevin holds the CFP® designation.
One of 208 advisors with offices in Novi, and one of 187 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?Top 21% by experience at Strategic Advisers
OfficeNovi, MI
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowStrategic Advisers LLCCurrent firm
- Apr 2025 – Jul 2026Fisher InvestmentsPreviously
- Mar 2025 – Apr 2025Strategic Advisers LLCPreviously
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
Contact Kevin
(617) 563-7000Firm headquarters in Boston, MA. Ask for Kevin. Novi, MIOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kevin
Tailored to Kevin’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 Kevin
How do I contact Kevin?
Call Strategic Advisers at (617) 563-7000 and ask for Kevin Wright. Kevin works from the Novi, MI office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2010, about 17 years. Top 21% by experience at Strategic Advisers.
What licenses does Kevin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kevin 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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