# Wright Financial

> 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.

- CRD: 343380
- Filed as: WRIGHT FINANCIAL
- Legal name: Reveille Retirement Group LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Rockland, MA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343380
- AdvisorCensus page: https://advisorcensus.com/firm/wright-financial-rockland-ma-343380

## Quick answers

**How is Wright Financial compensated?**
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).

**How much does Wright Financial charge?**
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); Flat fee: $2,500 to $15,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wright Financial located?**
Wright Financial's principal office is in Rockland, MA, according to its Form ADV.

**Is Wright Financial registered with the SEC or a state?**
Wright Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343380.

**How much does Wright Financial manage?**
Wright Financial reports $0 in regulatory assets under management in its Form ADV filing dated August 14, 2026.

**Does Wright Financial report any disciplinary disclosures?**
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

**Does Wright Financial state an account minimum?**
Its Form ADV Part 2A brochure dated August 14, 2026 says: "There is no account minimum for any of WF’s services."

**What changed in Wright Financial's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 14, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> The advisory fee is charged as a single rate, or tiered rate will generally not exceed 1.50%.

- Account minimum: None

> There is no account minimum for any of WF’s services.

- Flat fee: $2,500 to $15,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $2,500 and $15,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wright Financial (CRD 343380): Form ADV filing data as of October 2026.