Robert W. Baird & Co.
45yrs
Top advisor by experience in Charleston
15yrs
Joshua Wright is a fiduciary financial advisor in Charleston, South Carolina, with 15 years in the industry. After a year at BFC Planning and four years at Merrill, Joshua joined Osaic Wealth in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 409 advisors with offices in Charleston, and one of 386 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 51% of advisors in South Carolina
Office250 Mathis Ferry Rd Suite 200, Charleston, SC 29464
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- 2016 – nowOsaic Wealth, Inc.Current firm
- Dec 2015 – Jun 2016BFC Planning, Inc.Previously
- 2011 – 2015MerrillPreviously
Contact Joshua
250 Mathis Ferry Rd Suite 200Charleston, SC 29464Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Joshua
Tailored to Joshua’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 Joshua
How do I contact Joshua?
Call Osaic Wealth at (800) 821-5100 and ask for Joshua Wright. Joshua works from the Charleston, SC office.
How long has Joshua been a financial advisor?
Joshua has been in the industry since 2011, about 15 years. More experience than 51% of advisors in South Carolina.
What licenses does Joshua hold?
Series 66. Tap any license on this page to see what it allows.
Is Joshua a fiduciary?
Joshua is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joshua paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joshua 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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