Advisor at Stock Plan Advisory Group 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.
Location
Alexandria, VA 22314
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
John Brittingham is a CFP® with 15 years of experience in financial advising. He is the principal advisor at Stock Plan Advisory Group LLC, where he has worked since 2021, following a seven-year tenure at Voya Financial Advisors, Inc. Outside of his advisory work, he serves as treasurer for Del Ray United Methodist Church in Alexandria, VA. Stock Plan Advisory Group LLC provides discretionary asset management, ongoing financial planning, and consulting primarily to individual clients, including corporate executives. The firm specializes in employer equity compensation and stock plans, offering tailored investment strategies that incorporate both fundamental and technical analysis, along with regular educational seminars and workshops.
Based on Stock Plan Advisory Group LLC
Based on Stock Plan Advisory Group LLC
$0 - $1,000,000: 1.25% annually $1,000,000 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.70% annually $10,000,000+: 0.50% annually
Fee-only: Financial planning fixed fees range from $2,000 to $20,000
500 North Washington Street, Suite 204
Alexandria, VA 22314
Virginia
Stock Plan Advisory Group LLC
2021 - Present (5 years)
Voya Financial Advisors, inc.
2014 - 2021 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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