{
  "crd_number": 343380,
  "slug": "wright-financial-rockland-ma-343380",
  "primary_business_name": "WRIGHT FINANCIAL",
  "legal_name": "REVEILLE RETIREMENT GROUP LLC",
  "dbas": [],
  "city": "Rockland",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-08-11",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-14",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "NH"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343380",
  "city_as_filed": "ROCKLAND",
  "url": "https://advisorcensus.com/firm/wright-financial-rockland-ma-343380",
  "display_name": "Wright Financial",
  "summary": "Wright Financial is an SEC-registered investment advisory firm in Rockland, MA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.",
  "citation": "AdvisorCensus. Wright Financial (CRD 343380): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Wright Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wright Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Wright Financial's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated August 14, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wright Financial located?",
      "a": "Wright Financial's principal office is in Rockland, MA, according to its Form ADV."
    },
    {
      "q": "Is Wright Financial registered with the SEC or a state?",
      "a": "Wright Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343380."
    },
    {
      "q": "How much does Wright Financial manage?",
      "a": "Wright Financial reports $0 in regulatory assets under management in its Form ADV filing dated August 14, 2026."
    },
    {
      "q": "Does Wright Financial report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343380"
    },
    {
      "q": "Does Wright Financial state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 14, 2026 says: \"There is no account minimum for any of WF’s services.\""
    },
    {
      "q": "What changed in Wright Financial's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 14, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The advisory fee is charged as a single rate, or tiered rate will generally not exceed 1.50%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of WF’s services."
        ]
      }
    ],
    "quotes": [
      "The advisory fee is charged as a single rate, or tiered rate will generally not exceed 1.50%.",
      "There is no account minimum for any of WF’s services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wright-financial-rockland-ma-343380.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343380",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}