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.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
Financial Planning Association
National Association of Personal Financial Advisors
Primary Location
500 N. Washington Street, Suite 204 - Alexandria, VA 22314
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Offers Investment Management
Yes
About our Firm
Stock Plan Advisory Group is a fee only fiduciary and Registered Investment Adviser. We specialize in 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.
Stock Plan Advisory Group LLC is a state registered investment adviser. Please visit www.stockplanadvisory.com for more information.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Education
University of Kentucky, BA, International Economics and Foreign Languages
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