Brittany Kalsky
Brandywine Oak Private Wealth · Kennett Square, Pennsylvania
Brittany Kalsky is a fee-only financial advisor at Brandywine Oak Private Wealth in Kennett Square, Pennsylvania, who holds the CFP credential. Brittany charges a percentage of assets and focuses on equity compensation, tax planning and estate & legacy planning.
Request an introduction to Brittany →
Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
Facts
| Firm | Brandywine Oak Private Wealth |
|---|---|
| Based in | Kennett Square, Pennsylvania |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.57B across 2,836 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 6461964 |
| Exams passed | Series 66 (2015) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.brandywineoak.com |
Request an introduction to Brittany
Tell Brittany a little about what you're looking for. Brittany isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brittany
Is Brittany Kalsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brittany holds no broker registration, and Brandywine Oak Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brittany charge for financial advice?
Brittany charges a percentage of assets.
Where is Brittany Kalsky based?
Brittany Kalsky is based in Kennett Square, Pennsylvania.
What does Brittany specialize in?
Brittany's specialties include equity compensation, tax planning, estate & legacy planning and family wealth transfer. Brittany works with pre-retirees, retirees and executives.
What credentials does Brittany Kalsky hold?
Brittany Kalsky holds the CFP credential.
Is Brittany Kalsky registered with the SEC?
Yes. Brittany Kalsky is registered as an investment adviser representative in PA and TX (CRD 6461964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brandywine Oak Private Wealth manage?
Brandywine Oak Private Wealth reports $1.57B across 2,836 accounts in assets under management.
How do I contact Brittany Kalsky?
Through Brittany's website, www.brandywineoak.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Brandywine Oak Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.