Wade Brittingham, CFP®

Corporate Stock Counsel. Retirement. Private Wealth Management.

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Stock Plan Advisory Group Wade Brittingham, CFP®
Alexandria, VA

Serving Clients Nationwide

Corporate Stock Counsel. Retirement. Private Wealth Management.

Areas of Focus

  • Equity Compensation Options
  • High Net Worth
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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



  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

500 N. Washington Street, Suite 204 - Alexandria, VA 22314

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management


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.


University of Kentucky, BA, International Economics and Foreign Languages

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement
  • Physicians

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