Wade Brittingham
Stock Plan Advisory Group LLC · Alexandria, Virginia
Wade Brittingham is a fee-only financial advisor at Stock Plan Advisory Group LLC in Alexandria, Virginia, who holds the CFP credential. Wade charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 1.25% a year on the first tier of assets managed) and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Who they serve
- Executives
Facts
| Firm | Stock Plan Advisory Group LLC |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · 1.25% a year on the first tier of assets managed · A $500,000 asset minimum |
| Assets under management | $19.4M across 71 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5696608 |
| Exams passed | Series 66 (2010) · Series 63 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | stockplanadvisory.com |
How Wade's firm compares
- Ongoing planning starts at $6,000 a year, above the Virginia median of $4,992 for fee-only firms that publish prices.
- Stock Plan Advisory Group LLC's average account is about $274,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Wade
Is Wade Brittingham a fee-only financial advisor?
Yes. Wade Brittingham is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Wade's firm.
How does Wade charge for financial advice?
Wade charges a percentage of assets and an ongoing planning fee.
How much does Wade charge?
According to Stock Plan Advisory Group LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Wade Brittingham based?
Wade Brittingham is based in Alexandria, Virginia.
What does Wade specialize in?
Wade's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Wade works with executives.
What credentials does Wade Brittingham hold?
Wade Brittingham holds the CFP credential.
Is Wade Brittingham registered with the SEC?
Yes. Wade Brittingham is registered as an investment adviser representative in VA (CRD 5696608), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Stock Plan Advisory Group LLC manage?
Stock Plan Advisory Group LLC reports $19.4M across 71 accounts in assets under management.
How do I contact Wade Brittingham?
Through Wade's website, stockplanadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Stock Plan Advisory Group LLC 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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