Advisor at Fitzwilliams Wealth Management Inc.
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Firm
Fitzwilliams Wealth Management Inc.
Location
Chesapeake, VA 23320
Credentials
Series 65
Industry experience
7 years
Brian Lindberg is a financial advisor at Fitzwilliams Wealth Management Inc. in Chesapeake, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Fitzwilliams Wealth Management since 2021 and previously at AE Wealth Management and ADT LLC. He is also involved with Fitzwilliams Financial Inc. as an insurance agent. Fitzwilliams Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a mix of actively managed sub-advisor strategies and monitors client accounts continuously, with approximately $113.9 million in discretionary assets under management as of October 2025.
Based on Fitzwilliams Wealth Management Inc.
Based on Fitzwilliams Wealth Management Inc.
$0 - $2,500,000: 2.00% $2,500,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.80%
Account minimum: $100,000 (negotiable)
860 Greenbrier Circle, Suite 101
Chesapeake, VA 23320
Florida · Louisiana · North Carolina · Pennsylvania · Texas · Virginia
Fitzwilliams Wealth Management, Inc.
2021 - Present (5 years)
AE Wealth Management, LLC
2019 - 2021 (2 years)
Fitzwilliams Financial Inc.
2017 - Present (9 years)
Fitzwilliams Financial Inc.
2017 - 2021 (4 years)
ADT LLC
2011 - 2017 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Chesapeake, VA
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Series 63, Series 65
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Stages Planning Group, LLC
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