Brittany Smith
Brittany Smith is a registered investment advisor at Vanweelden Wealth Management, LLC, based in West Chester Township, OH, with 13 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 203 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VanWeelden Wealth charges a fee based on the value of your portfolio, up to 1.00% annually. The fee is paid quarterly, in advance. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with the advisor. Fees may be negotiable.
Location
8905 Cincinnati Dayton Rd, West Chester Township, OH, 45069
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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.
Learn about disclosures →Employment History
Current Registrations
Vanweelden Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley
Morgan StanleyBroker
Ohio National Equities, INC.Broker
State Registrations1 state
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.