SW
SW

Susan M Wright

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
350 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$361.0M

Fee Structure

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Location

209 7th Street, Port Saint Joe, FL, 32456

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Susan is the President of Coastal Retirement Consultants, LLC, a third-party administration and consulting firm. This takes nearly full-time hours, sometimes during trading hours.

Employment History
Current Registrations
Match Grade Advisors
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Retirement Funding Advisors, LLC
October 2014 - December 2018 · 4 yrs 2 mos
Interserv, LLC
March 2013 - September 2013 · 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.