About Us
Meet Wade Brittingham
Wade Brittingham is the founder and owner of Stock Plan Advisory Group LLC. Stock Plan Advisory Group is a fee only state registered investment advisory firm in Virginia. It was founded to provide equity compensation guidance and retirement advice to Fortune 500 employees and their families.
Wade is originally from Lexington, KY. His interest in finance and the stock market began at a young age reading the business section of his local newspaper. He believes wholeheartedly in the fee-only, fiduciary business model in which clients’ interests are kept above all others.
He has over a decade of financial services experience working for boutique wealth management firms and large investment companies. Prior to starting his own private practice, Wade worked for a boutique wealth management firm with over $400 million in client investment assets. While working inside the private client group at Fidelity Investments, he managed personal relationships with over 440 customers with approximately $265 million dollars in assets under management.
Wade volunteered for over 2 years teaching personal Financial Planning topics to members of the U.S. military inside the Pentagon through the Transition Assistance Program (TAP). He is longtime supporter of the Crohn’s & Colitis Foundation of America.
He is a member of NAPFA (National Association of Personal Financial Advisors) & the Financial Planning Association. He is active in his local chapter.
Wade holds an undergraduate degree from The University of Kentucky in International Economics/Foreign Languages. In addition, he graduated from Georgetown University’s Executive Certificate program in Financial Planning in 2008.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
- Certified Financial Planner™ active
- FINRA Series 7 – General Securities Representative Exam (inactive)
- FINRA Series 63 – Uniform Securities Agent State Law Examination
- NASAA Series 66 – Uniform Combined State Law Exam (2010)
- Virginia Insurance License (Inactive)
Strategic Partners
Memberships
We take wealth management seriously and are proud members of the following groups.
