BO
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Brittni Oxendine
6 Years of Experience
East Lyme, CT
4 Disclosures
Brittni Oxendine is a registered investment advisor at Tumolo Wealth Management LLC, based in East Lyme, CT, with 6 years of industry experience. Brittni 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, Investment Management. Their firm serves 449 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
449 clients
Average Client Portfolio
$298K average
Assets Under Management
$134.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
339 Flanders Road, Suite 102, East Lyme, CT, 06333
Get directionsHistory
Regulatory History (4)
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Judgment / Lien
September 2023Financial
October 2022Pending
Financial
October 2022Final
Financial
August 2022Pending
Employment History
Current Registrations
Tumolo Wealth Management LLC
December 2025 - Present · 5 mos
Previous Registrations
Park Avenue Securities LLCBroker
May 2020 - February 2023 · 2 yrs 9 mos
Park Avenue Securities LLC
May 2020 - February 2023 · 2 yrs 9 mos
Edward Jones
December 2016 - May 2020 · 3 yrs 5 mos
Edward JonesBroker
August 2016 - May 2020 · 3 yrs 9 mos
State Registrations1 state
CT
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.