Tracy McGuire
Brandywine Oak Private Wealth · Kennett Square, Pennsylvania
Tracy McGuire is a fee-only financial advisor at Brandywine Oak Private Wealth in Kennett Square, Pennsylvania, who holds the CFP credential. Tracy charges a percentage of assets and focuses on equity compensation, tax planning and estate & legacy planning.
Request an introduction to Tracy →
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 2084657 |
| Exams passed | Series 63 (1990) · Series 65 (1992) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.brandywineoak.com |
| Profile |
Request an introduction to Tracy
Tell Tracy a little about what you're looking for. Tracy 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 Tracy
Is Tracy McGuire a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracy 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 Tracy charge for financial advice?
Tracy charges a percentage of assets.
Where is Tracy McGuire based?
Tracy McGuire is based in Kennett Square, Pennsylvania.
What does Tracy specialize in?
Tracy's specialties include equity compensation, tax planning, estate & legacy planning and family wealth transfer. Tracy works with pre-retirees, retirees and executives.
What credentials does Tracy McGuire hold?
Tracy McGuire holds the CFP credential.
Is Tracy McGuire registered with the SEC?
Yes. Tracy McGuire is registered as an investment adviser representative in PA and TX (CRD 2084657), 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 Tracy McGuire?
Through Tracy'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.