STOCK PLAN ADVISORY GROUP LLC
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 314680
- Website
- stockplanadvisory.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals54.71%
- HNWI45.29%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stock Plan Advisory Group LLC is an independent, individually owned RIA organized as an LLC that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and financial education through seminars and workshops. Its client fees are a mix of percentage-of-AUM, fixed fees, and other arrangements. The adviser is not set up as a capital allocator, is not a multi-state or pension consultant, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities22%
- Other9%
- Cash & Cash Equivalents1%
Contacts
1 of 1JOHN BRITTINGHAM
Founder & OwnerCRD 5696608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALEXANDRIA, VA
ALEXANDRIA CITY
Location
ALEXANDRIA, VA
Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ALEXANDRIA CITY
- Address
- 429 N Saint Asaph St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ICONIC WEALTH MANAGEMENT
RIAALEXANDRIA, VA
AMERICAN EXECUTIVE ADVISORS, LLC
RIAALEXANDRIA, VA
RENEW WEALTH MANAGEMENT LLC
RIAALEXANDRIA, VA
LASTING LEGACY WEALTH MANAGEMENT, LLC
RIAALEXANDRIA, VA
WESLING FINANCIAL PLANNING SERVICES CORP.
RIAALEXANDRIA, VA
ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.
RIAALEXANDRIA, VA