BB
BB

Brae Adele Beggs

6 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningDivorce PlanningInvestment Management
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
379 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$491.9M

Fee Structure

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Location

1751 Pinnacle Drive, Suite 600, Mclean, VA, 22102-4007

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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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Other Business Activities

Brae is the founder, patch maker, and seller for A Hole In None, a business selling handmade t-shirt patches on Etsy and eBay since 2021. This work-from-home activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Olio Financial Planning
February 2024 - Present · 2 yrs
Previous Registrations
Vicus Capital, INC.
May 2019 - February 2024 · 4 yrs 9 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.