# Wright Planning, LLC

> Wright Planning, LLC is a state-registered investment advisory firm in Fishers, IN, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 319025
- Filed as: WRIGHT PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fishers, IN
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319025
- AdvisorCensus page: https://advisorcensus.com/firm/wright-planning-llc-fishers-in-319025

## Quick answers

**How is Wright Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wright Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Wright Planning, LLC located?**
Wright Planning, LLC's principal office is in Fishers, IN, according to its Form ADV.

**Is Wright Planning, LLC registered with the SEC or a state?**
Wright Planning, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319025.

**How much does Wright Planning, LLC manage?**
Wright Planning, LLC reports $8,042,586 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Wright Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (4).

**Does Wright Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319025

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $8,042,586
- Discretionary: $8,042,586
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,283,235 |
| High net worth individuals | 9 | $6,759,351 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wrightplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wright Planning, LLC (CRD 319025): Form ADV filing data as of October 2026.