Wade Brittingham
CFP®
Stock Plan Advisory Group LLC
Registered Investment Adviser & Certified Financial Planner
Wade Brittingham
CFP®
Stock Plan Advisory Group LLC
Registered Investment Adviser & Certified Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Wade Brittingham, CFP®
Fee-Only financial planner located in Alexandria, VA, serving clients locally and across the country
Wade Brittingham is an Alexandria, VA fee-only financial advisor serving clients locally and across the country. Stock Plan Advisory Group LLC provides comprehensive financial planning, investment management, and private wealth management to help Fortune 500 employees with equity compensation and their families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Wade Brittingham is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Wade Brittingham is the founder and owner of Stock Plan Advisory Group LLC. Stock Plan Advisory Group is a fee only state registered investment advisory firm in Virginia. It was founded to provide equity compensation guidance and retirement advice to Fortune 500 employees and their families.
Wade is originally from Lexington, KY. His interest in finance and the stock market began at a young age reading the business section of his local newspaper. He believes wholeheartedly in the fee-only, fiduciary business model in which clients’ interests are kept above all others.
He has over a decade of financial services experience working for boutique wealth management firms and large investment companies. Prior to starting his own private practice, Wade worked for a boutique wealth management firm with over $400 million in client investment assets. While working inside the private client group at Fidelity Investments, he managed personal relationships with over 440 customers with approximately $265 million dollars in assets under management.
Wade Brittingham is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Stock Plan Advisory Group is a fee only fiduciary and Registered Investment Adviser.
We specialize working with Fortune 500 employees who have stock plan awards such as Employee Stock Purchase Plans (ESPPs), stock options, Stock Appreciation Rights (SARs), Restricted Stock, RSUs & other forms of equity compensation.
Please feel free to contact us to discuss your personal situation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Equity Compensation Guidance
- Tax Planning
- Retirement Income Planning
- Investment Management
- Estate and Legacy Planning
Ideal Clients
- Fortune 500 Corporate Employees
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Wade Brittingham is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Wade Brittingham is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Wade Brittingham is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Wade Brittingham is Quoted in InvestmentNews: "Cerulli: Advisers increasingly outsourcing portfolio management"
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Wade Brittingham is Quoted on Barrons: "CFPs are Outsourcing Portfolio Management"
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Wade Brittingham is Quoted in MarketWatch: "Ask the experts: How will Trump’s tax proposal affect retirement savers?"
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Wade Brittingham is Quoted in Be Inkandescent Health and Wellness Magazine: "Need a Little Financial Guidance? Try Wade Brittingham's Summertime Retirement Refresher"
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Wade Brittingham is Interviewed on News Channel 8: "How tax-smart are you about your healthcare expenses?"
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Wade Brittingham is Interviewed on News Channel 8: "Baby Boomer Alert: Retirement Planning 101"
Contact Wade Brittingham
Office Locations:
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500 N. Washington Street
Suite 204
Alexandria, VA 22314
