AW
AW

Anthony Aaron Wright

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
257 advisors
Number of Clients
25,166 clients
Average Client Portfolio
$285K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$150
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Location

4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040

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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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony works as an insurance sales agent under Retirement Planners DBA since 2012. This is a full-time role and commission-based.

Employment History
Current Registrations
Foundations Investment Advisors LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Creekmur Asset Management, LLC
May 2024 - September 2024 · 4 mos
Retirement Specialty Group, INC.
May 2021 - August 2024 · 3 yrs 3 mos
Optivise Advisory Services LLC
January 2021 - September 2021 · 8 mos
Optivise Advisory Services LLC
January 2020 - December 2020 · 11 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.