Wendy Britton is a CFP-designated registered investment advisor at Adair Wealth Management, based in Yuma, AZ, with 25 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 112 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Total fees charged will not exceed 2% of assets under management per year.
Fee Estimator
Location
Yuma, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Wendy is a real estate broker in Washington since 2016, acting as a residential buying and selling agent. This takes about 10-20% of Wendy's time, with a few hours per week during security hours.
Employment History
Current Registrations
Adair Wealth Management
Previous Registrations
Northwest Asset Management
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.