Wesley Britt is a CFP-designated registered investment advisor at Integrated Advisors Network LLC, based in Dallas, TX, with 15 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
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Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
4514 Cole Ave, Suite 600, Dallas, TX, 75205
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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.
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Wesley is an equity shareholder in Teal Investment Properties, LLC, a real estate business, since 2022, but dedicates minimal time to it. He also works as a financial advisor under the DBA Capital City Financial Partners, with his hours and duties aligned with his advisory business.