BH
BH

Brittni Haywood

2 Years of Experience
Houston, TX

Brittni Haywood is a registered investment advisor at Haywood Wealth Management, based in Houston, TX, with 2 years of industry experience. Brittni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
37 clients
Average Client Portfolio
$306K average
Assets Under Management
$11.3M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.00%
$3M+0.75%

Fees are negotiable. Clients who engaged the firm prior to the effective date may be billed under a different fee schedule that was in effect at the time of their engagement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2625 Bay Area Blvd. Suite 120, Houston, TX, 77058

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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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Employment History
Current Registrations
Haywood Wealth Management
November 2023 - Present · 2 yrs 6 mos
State Registrations2 states
CATX
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.
Brittni Haywood - Financial Advisor | TrueAdvisor