LPL Financial
47yrs
Top advisor by experience in Franklin
3yrs
Brett Wright has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Franklin, Tennessee. Brett joined Optivise Advisory Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Optivise Advisory Services reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 669 advisors with offices in Franklin, and one of 593 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office109 Holiday Ct, Franklin, TN 38117
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$234,025
Advisors at the firm20
States licensed ?1 state
Services through Optivise Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement 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 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowOptivise Advisory Services LLCCurrent firm
Contact Brett
(855) 378-1806Optivise Advisory Services main office 109 Holiday CtFranklin, TN 38117Office · Get directions Firm websitewww.optiviseria.com
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Questions to ask Brett
Tailored to Brett’s registration and firm.
- 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 Brett
How do I contact Brett?
Call Optivise Advisory Services at (855) 378-1806 and ask for Brett Wright. Brett works from the Franklin, TN office.
How long has Brett been a financial advisor?
Brett has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Brett hold?
Series 65. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
Optivise Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Brett 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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