John Brittingham is a CFP-designated registered investment advisor at Stock Plan Advisory Group LLC, based in Alexandria, VA, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 18 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
This is a non-negotiable blended fee schedule.
Fee Estimator
Contact
John Brittingham
Location
500 North Washington Street, Suite 204, Alexandria, VA, 22314
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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 →Other Business Activities
John is the treasurer for Del Ray United Methodist Church, overseeing bill payments and conducting treasurer duties. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Stock Plan Advisory Group LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
H. Beck, 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.