Wells Fargo Advisors
45yrs
Top advisor by experience in Daytona Beach
4yrs
Katherine Wright
Financial advisor at HUB Investment Partners
Based in Daytona Beach, Florida, Katherine Wright is a fiduciary financial advisor with 4 years of industry experience. Katherine joined HUB Investment Partners in 2025, after a year at First Command Advisory Services. HUB Investment Partners offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 117 advisors with offices in Daytona Beach, and one of 98 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeDaytona Beach, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.32 million
Advisors at the firm103
States licensed ?1 state
Services through HUB Investment Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowHUB Investment Partners, LLCCurrent firm
- Aug 2022 – Aug 2023First Command Advisory ServicesPreviously
Questions to ask Katherine
Tailored to Katherine’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 Katherine
How do I contact Katherine?
Call HUB Investment Partners at 512-600-5390 and ask for Katherine Wright. Katherine works from the Daytona Beach, FL office.
How long has Katherine been a financial advisor?
Katherine has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Katherine hold?
Series 66. Tap any license on this page to see what it allows.
Is Katherine a fiduciary?
Katherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katherine paid?
HUB Investment Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Katherine 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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