Jonathan Britt
Jonathan Britt is a registered investment advisor at Vanguard Advisers, INC., based in Charlotte, NC, with 8 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
Get directionsHistory
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 ActivitiesSells Insurance
Jonathan owns Retromage LLC, an e-commerce business, and spends minimal time selling new and used goods online. He also maintains a life and health insurance license, though he does not actively use it.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing Corporation
Vanguard Marketing CorporationBroker
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Facet Wealth, INC
Dipaolo Financial Group, INC.
Fisher Investments
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations5 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.