Wendy Britton
Adair Wealth Management · Yuma, Arizona
Wendy Britton is a fee-only financial advisor at Adair Wealth Management in Yuma, Arizona, who holds the CFP credential. Adair Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Adair Wealth Management |
|---|---|
| Based in | Yuma, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $51.3M across 276 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, TX, WA · CRD 4281519 |
| Exams passed | Series 63 (2001) · Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.adairwealth.com |
| Profile |
How Wendy's firm compares
- Adair Wealth Management's average account is about $186,000, from its Form ADV (assets managed divided by 276 accounts).
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Questions about Wendy
Is Wendy Britton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wendy holds no broker registration, and Adair Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wendy charge for financial advice?
Wendy's firm, Adair Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Wendy Britton based?
Wendy Britton is based in Yuma, Arizona.
What credentials does Wendy Britton hold?
Wendy Britton holds the CFP credential.
Is Wendy Britton registered with the SEC?
Yes. Wendy Britton is registered as an investment adviser representative in AZ, CA, TX and WA (CRD 4281519), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adair Wealth Management manage?
Adair Wealth Management reports $51.3M across 276 accounts in assets under management.
How do I contact Wendy Britton?
Through Wendy's website, www.adairwealth.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
- 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.
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