Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
11yrs
Kara Wright is a financial advisor in Carmel, Indiana, with 11 years in the industry. After a year at Cliftonlarsonallen Wealth Advisors, Kara joined Valeo Financial Advisors in 2022, a firm offering financial planning, investment management, and private fund management. Kara holds the CFP® designation.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 62% of advisors at Valeo Financial Advisors
Office10 W. Carmel Dr Suite 400, Carmel, IN 46032
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$4.18 million
Advisors at the firm108
States licensed ?1 state
Services through Valeo Financial Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing 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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowValeo Financial Advisors, LLCCurrent firm
- 2018 – 2021Valeo Financial Advisors, LLCPreviously
- Jan 2016 – Apr 2017Cliftonlarsonallen Wealth Advisors, LLCPreviously
Questions to ask Kara
Tailored to Kara’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kara
How do I contact Kara?
Call Valeo Financial Advisors at (317) 218-6000 and ask for Kara Wright. Kara works from the Carmel, IN office.
How long has Kara been a financial advisor?
Kara has been in the industry since 2016, about 11 years. More experience than 62% of advisors at Valeo Financial Advisors.
What licenses does Kara hold?
Series 63. Tap any license on this page to see what it allows.
Is Kara a fiduciary?
Kara is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kara paid?
Valeo Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kara 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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