MW
CFP
MW
CFP

Mu-Tin Wultsch

9 Years of Experience
Fairhope, AL

Mu-Tin Wultsch is a CFP-designated registered investment advisor at Brown Financial Advisory, based in Fairhope, AL, with 9 years of industry experience. Mu-Tin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 241 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$344.0M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Mu-Tin Wultsch

Location

54 S. Greeno Road, Fairhope, AL, 36532

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Brown Financial Advisory
February 2022 - Present · 4 yrs 2 mos
Previous Registrations
Schwab Private Client Investment Advisory, INC.
January 2016 - January 2017 · 1 yr
Charles Schwab & CO., INC.Broker
January 2016 - January 2017 · 1 yr
Hewins Brokerage Services, LLCBroker
August 2015 - October 2015 · 2 mos
Valmark Securities, INC.Broker
March 2015 - October 2015 · 7 mos
Hewins Financial Advisors, LLC
October 2014 - October 2015 · 1 yr
Charles Schwab & CO., INC.
October 2012 - April 2013 · 6 mos
Schwab Private Client Investment Advisory, INC.
January 2012 - October 2012 · 9 mos
Charles Schwab & CO., INC.
August 2011 - December 2011 · 4 mos
Charles Schwab & CO., INC.Broker
February 2010 - April 2013 · 3 yrs 2 mos
State Registrations1 state
AL
Advisor

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.

Exams
No exam information available for this advisor.
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Mu-Tin Wultsch