Advisor at Haywood Wealth Management
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Firm
Haywood Wealth Management
Location
Houston, TX 77058
Credentials
Series 65
Industry experience
2 years
Brittni Haywood is a financial advisor at Haywood Wealth Management in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to her current role, she worked at the University of Texas Medical Branch and Methodist. Haywood Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $7.7 million in discretionary assets. The firm uses a disciplined investment process that incorporates fundamental and quantitative analysis, modern portfolio theory, and favors ETFs for portfolio construction.
Based on Haywood Wealth Management
$0 - $1,000,000: 0.375% $1,000,001 - $3,000,000: 0.25% $3,000,001+: 0.1875%
Compensation for sale of insurance products via supervised persons; commissions and other benefits from insurance sales and IMOs.
Hourly fees for financial planning services range from $200 to $1,000 per hour.
Account minimum: $1,000,000
2625 Bay Area Blvd. Suite 120
Houston, TX 77058
California · Texas
Haywood Wealth Management
2024 - Present (2 years)
Haywood Wealth Management
2023 - Present (3 years)
Haywood Wealth Management
2023 - Present (3 years)
University of Texas Medical Branch
2022 - 2023 (1 year)
Methodist
2021 - 2021 (1 year)
N/a
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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