Robert W. Baird & Co.
36yrs
Top advisor by experience in Elizabethtown
5yrs
Isaac Wright has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Elizabethtown, Kentucky. After two years at The Wright Legacy Group, Isaac joined J. W. Cole Advisors in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 46 advisors with offices in Elizabethtown, and one of 43 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office1104 Julianna Court, Elizabethtown, KY 42701
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$255,702
Advisors at the firm498
States licensed ?1 state
Services through J. W. Cole Advisors
Financial planningInvestment management for individuals and small businessesInvestment 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowJ. W. Cole Advisors, Inc.Current firm
- 2022 – 2024The Wright Legacy Group, LLCPreviously
Contact Isaac
(813) 935-6776Firm headquarters in Tampa, FL. Ask for Isaac. 1104 Julianna CourtElizabethtown, KY 42701Office · Get directions Firm websitewww.jw-cole.com
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Questions to ask Isaac
Tailored to Isaac’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 Isaac
How do I contact Isaac?
Call J. W. Cole Advisors at (813) 935-6776 and ask for Isaac Wright. Isaac works from the Elizabethtown, KY office.
How long has Isaac been a financial advisor?
Isaac has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Isaac hold?
Series 65. Tap any license on this page to see what it allows.
Is Isaac a fiduciary?
Isaac is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Isaac paid?
J. W. Cole Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Isaac 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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