Bradford Wright is a CFP-designated registered investment advisor at Launch Financial Planning, based in Andover, MA, with 11 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 59 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
The annual fee may be negotiable.
Fee Estimator
Contact
Bradford Wright
Location
2 Dundee Park Drive, Suite 303-B, Andover, MA, 01810
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Bradford is a director for the Financial Planning Association of MA, dedicating minimal time. He is also an employee of New England Financial Planning Group, an independent RIA, which takes up more than full-time hours, and works as a freelance TV host and voiceover artist, dedicating minimal time.
Employment History
Current Registrations
Launch Financial Planning
Previous Registrations
Raymond James Financial Services, INC.Broker
Nefpg
Tpw Financial, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
BRAD WRIGHT, CFP®: As Founding Partner, Chief Investment Officer, and Director of Financial Planning, Brad focuses on understanding, researching, planning, and implementing our clients’ financial goals.