RL Wright & Associates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$10,000

“Services are offered based on a flat fee between $250 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How RL Wright & Associates, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
• “If this Agreement is terminated prior to the end of the fee period, RLWA shall be entitled to a prorated fee based on the number of days during the fee period services were provided in the billing cycle.”
• “Page | 7 Client may elect to be billed directly or have fees deducted from Plan Assets.”

How RL Wright & Associates, LLC’s fees compare

• Its flat or project fee of $250-$10,000 spans the Georgia median of $5,000. 54% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Savannah that publish a flat or project fee charge less.

About RL Wright & Associates, LLC

• Principal: Richard Wright
• Firm size: 2 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

11

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$5,200,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171032

Phone

(912) 205-6990

Other planners in Savannah that publish fees

• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr
• Ati Wealth Partners, LLCSavannah$200/hr, $1,800
• Bull Street AdvisorsSavannah$2,000/yr
• Constant Cashflow, LLCSavannah$150⁠-⁠$300/hr, $2,000⁠-⁠$4,000
• KCG Investment Advisory Services LLCSavannah$250/hr
• Legacybridge Wealth Management, LLCSavannah$450/hr, $3,000⁠-⁠$10,000/yr

Compare all 12 planners in Savannah