Brian Britt
Advisor at The Institute
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Institute
Location
San Diego, CA 92130
Credentials
Series 63, Series 65
Industry experience
26 years
About
Brian Britt is a financial advisor at The Institute with 26 years of industry experience. He holds Series 63 and Series 65 credentials and is the founder of CLEARWEALTH Asset Management. His prior roles include positions at Sowell Financial Services, Concert Wealth Management, and the Institute for Wealth Advisors. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team approach combining fundamental and technical analysis to construct model portfolios and manages over $1 billion in assets across a diverse client base.
Client services
Based on The Institute
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on The Institute
ESG / Sustainable investing
Active portfolio management
Retirement income strategy
Wealth management
Fee options
Financial planning services charged a flat fee between $1,000 and $10,000 per engagement
Financial planning services charged at hourly rates depending on level of service
Account minimum: $100,000
Location
12636 High Bluff Drive
San Diego, CA 92130
Most active in
Brian B has reported serving >5 clients in these states in the last 12 months.
California
Work history
Institute for Wealth Management, LLC
2019 - Present (7 years)
Institute for Wealth Advisors, Inc.
2017 - 2019 (2 years)
Sowell Financial Services, LLC
2016 - 2017 (1 year)
CLEARWEALTH Asset Management
2010 - Present (16 years)
Concert Wealth Management
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Grant K
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Frederick P
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
Kyle T
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Brian C
Series 65
Solana Beach, CA
CSJ Wealth Management, LLC
Clair L
Series 63, Series 65
Rancho Santa Fe, CA
Leedom Asset Management, Inc.
John M
Series 65
Poway, CA
Engineering Financial Independence, Inc.
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