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Advisors / North Carolina / Cornelius
3yrs

Alisha Wright

Financial advisor at Alphastar Capital Management

Alisha Wright is a fiduciary financial advisor in Cornelius, North Carolina, with 3 years in the industry. Alisha joined Alphastar Capital Management in 2026, after two years at The Institute and a year at Brookstone Wealth Advisors. Alphastar Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 185 advisors with offices in Cornelius, and one of 171 fiduciaries.

Cornelius, NC 28031Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office19520 West Catawba Avenue Suite 112, Cornelius, NC 28031
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$263,916
Advisors at the firm152
States licensed ?1 state

Services through Alphastar Capital Management

Financial planningInvestment management for individuals and small businessesRetirement 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 65Uniform Investment Adviser Law Examination

Career

  1. May 2026 – now
  2. Aug 2024 – Jun 2026
    The InstitutePreviously
  3. Oct 2023 – Jul 2024
    Brookstone Wealth Advisors, LLCPreviously

Questions to ask Alisha

Tailored to Alisha’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

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About Alisha

How do I contact Alisha?

Call Alphastar Capital Management at (855) 340-2514 and ask for Alisha Wright. Alisha works from the Cornelius, NC office.

How long has Alisha been a financial advisor?

Alisha has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Alisha hold?

Series 65. Tap any license on this page to see what it allows.

Is Alisha a fiduciary?

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

How is Alisha paid?

Alphastar Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alisha 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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