UBS Financial Services
47yrs
Top 1% by experience in Louisville
1yr
Ross Wright has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Louisville, Kentucky. Ross joined Wrightpoint Wealth in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeLouisville, KY
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Wrightpoint Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
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
- Nov 2025 – nowWrightpoint WealthCurrent firm
Contact Ross
(502) 575-0123Wrightpoint Wealth main office Louisville, KYOffice · Get directions Firm websitewww.wrightpointwealth.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ross
Tailored to Ross’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Ross
How do I contact Ross?
Call Wrightpoint Wealth at (502) 575-0123 and ask for Ross Wright. Ross works from the Louisville, KY office.
How long has Ross been a financial advisor?
Ross has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Ross hold?
Series 65. Tap any license on this page to see what it allows.
Is Ross a fiduciary?
Ross is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ross paid?
Wrightpoint Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ross 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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