ChooseAFinancialAdvisor.com
Advisors / Texas / Austin
8yrs

Skylar Wright

Financial advisor at Kestra Advisory Services

Austin, TX 78735CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2019)
How that compares ?8 years in the industry
Office5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Kestra Advisory Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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.

Uniform Combined State Law Examination

Career

  1. 2021 – now
    Kestra Advisory Services, LLCCurrent firm
  2. Aug 2021 – Dec 2021
    LPL Financial LLCPreviously
  3. 2019 – 2021
    Waddell & ReedPreviously

Questions to ask Skylar

Tailored to Skylar’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Skylar

How do I contact Skylar?

Call Kestra Advisory Services at 8445537872 and ask for Skylar Wright. Skylar works from the Austin, TX office.

How long has Skylar been a financial advisor?

Skylar has been in the industry since 2019, about 8 years. 8 years in the industry.

What licenses does Skylar hold?

Series 66. Tap any license on this page to see what it allows.

Is Skylar a fiduciary?

Skylar is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Skylar paid?

Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Skylar for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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