Advisor at Motley Fool Wealth Management, LLC
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
Motley Fool Wealth Management, LLC
Location
Evergreen, CO
Credentials
CFP®, Series 63, Series 66
Industry experience
13 years
Isaac White is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Motley Fool Wealth Management, LLC. His prior experience includes roles at First Citizens Bank, First Citizens Investor Services, and Fidelity Investments. Outside of his advisory work, he serves as the Soccer Director for the Glendale Kenly Recreation League, where he participates on the board of directors. Motley Fool Wealth Management offers discretionary portfolio management and financial planning services to individuals, trusts, business entities, and retirement plans, while also supporting institutional clients through model portfolio delivery. The firm integrates research from The Motley Fool group and provides both retail managed accounts and model licensing to institutions.
Based on Motley Fool Wealth Management, LLC
Based on Motley Fool Wealth Management, LLC
$0 - $1,000,000: 0.95% annually for Stock-Based Model Portfolios $1,000,001+: 0.75% annually for Stock-Based Model Portfolios $0 - $1,000,000: 0.40% annually for Index-Based Model Portfolios $1,000,001+: 0.30% annually for Index-Based Model Portfolios
Account minimum: $6,000 minimum to open an account; additional investments subject to $500 minimum Fee-only: Financial planning and counseling services provided complimentary to eligible clients with specified account minimums; no separate fee charged.
Evergreen, CO
Colorado · Texas · Virginia
Apollon Wealth Management, LLC
2026 - Present (1 year)
Motley Fool Wealth Management, LLC
2025 - Present (1 year)
First Citizens Bank
2019 - 2025 (6 years)
First Citizens Investor Services
2019 - 2025 (6 years)
FIDELITY Personal and Workplace Advisors
2018 - 2019 (1 year)
FIDELITY INVESTMENTs
2011 - 2019 (8 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 65
Morrison, CO
Windmiller
CFP®, Series 63, Series 65
Arvada, CO
Blueprint Financial Services
CFP®, Series 63, Series 66
Arvada, CO
Rock Financial Planning
Series 63, Series 65
Evergreen, CO
Fossel Capital Management LLC
CFP®
Arvada, CO
Vascorp Wealth Advisors
Series 66
Arvada, CO
Life Story Financial
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