Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
2yrs
Kyle Wright
Financial advisor at Moneta Group Investment Advisors
Kyle Wright has worked in the financial industry for 2 years and is a fiduciary financial advisor based in St. Louis, Missouri. Kyle joined Moneta Group Investment Advisors in 2024, a firm offering financial planning, investment management, and private fund management. Kyle holds the CFP® designation.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office190 Carondelet Plaza Suite 1200, St. Louis, MO 63105
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$5.28 million
Advisors at the firm256
States licensed ?1 state
Services through Moneta Group Investment Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 65Uniform Investment Adviser Law Examination
Career
- Nov 2024 – nowMoneta Group Investment Advisors, LLCCurrent firm
Contact Kyle
(314) 726-2300Moneta Group Investment Advisors main office 190 Carondelet Plaza Suite 1200St. Louis, MO 63105Office · Get directions Facebook pageMoneta Group Investment Advisors
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Kyle
How do I contact Kyle?
Call Moneta Group Investment Advisors at (314) 726-2300 and ask for Kyle Wright. Kyle works from the St. Louis, MO office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Kyle hold?
Series 65. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Moneta Group Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kyle 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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