Britton Wellington
Real Agency Wealth · Beaverton, Oregon
Britton Wellington is a fee-only financial advisor at Real Agency Wealth in Beaverton, Oregon, who holds the CFP and EA credentials. Britton charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,200 a year and one-time plans from $4,000) and focuses on real estate investors, retirement planning and tax planning.
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Specialties
Who they serve
- Real estate investors
- High earners
- Pre-retirees
- Retirees
Facts
| Firm | Real Agency Wealth |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $7,200 a year · One-time plans from $4,000 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $16.0M across 67 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in OR · CRD 7007568 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | realagencywealth.com |
| Profile |
How Britton's firm compares
- Ongoing planning starts at $7,200 a year, above the Oregon median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the Oregon median of $2,500 for fee-only firms that publish prices.
- Real Agency Wealth's average account is about $239,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Britton
Is Britton Wellington a fee-only financial advisor?
Yes. Britton Wellington is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Britton's firm.
How does Britton charge for financial advice?
Britton charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Britton charge?
According to Real Agency Wealth's website, checked October 28, 2026: ongoing planning from $7,200 a year; one-time plans from $4,000; 1% a year on the first tier of assets managed.
Where is Britton Wellington based?
Britton Wellington is based in Beaverton, Oregon.
What does Britton specialize in?
Britton's specialties include real estate investors, retirement planning, tax planning and estate & legacy planning. Britton works with real estate investors, high earners, pre-retirees and retirees.
What credentials does Britton Wellington hold?
Britton Wellington holds the CFP and EA credentials.
Is Britton Wellington registered with the SEC?
Yes. Britton Wellington is registered as an investment adviser representative in OR (CRD 7007568), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Real Agency Wealth manage?
Real Agency Wealth reports $16.0M across 67 accounts in assets under management.
How do I contact Britton Wellington?
Through Britton's website, realagencywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Real Agency Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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