John Wade Brittingham
CFP®Professional Summary
John Wade Brittingham, CFP®, who also goes by Wade Wade Brittingham, Wade Brittingham, is a registered financial advisor currently at STOCK PLAN ADVISORY GROUP LLC located in Alexandria, Virginia. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Social Security & Medicare Planning
- Tax Planning
Specializations
Biography
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...
Other Aliases
Wade Wade Brittingham, Wade Brittingham
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
STOCK PLAN ADVISORY GROUP LLC
Contact Information
Main Address
429 North Saint Asaph St, Alexandria, VA 22314Phone Number
(202) 680-3393# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
71AUM (Assets Under Management)
$19,446,128Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(6/3/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Wade Brittingham's CRS (Customer Relationship Summary).
Services Offered by John
- Business Services
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Social Security & Medicare Planning
- Tax Planning
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