Advisor at Brightscape Investment Centers
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
Brightscape Investment Centers
Location
King George, VA
Credentials
CFP®, Series 65
Industry experience
18 years
Fixed financial planning fees range from $500 to $10,000, negotiable; pension consulting fees range from $1,500 to $25,000, flat fees.
$0 - $100,000: Up to 2.00% $100,001 - $300,000: Up to 1.00% $300,001+: Up to 0.75%
Hourly financial planning fees range from $200 to $475 per hour, negotiable.
Account minimum: $100,000 Fee-only: Flat or periodic fees for asset management services available; periodic fees range from $500 to $3,500 per review.
TMB, Inc.
2010 - 2021 (11 years)
Brightscape Investment Centers
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65
Stafford, VA
Fidelity
Jim Riutta is a Financial Consultant currently working at Fidelity since 2022. He assists clients and their families with holistic financial planning to help them envision and achieve their customized goals and wishes. His approach involves a multi-step process that emphasizes accountability as a key component of success. Jim also discusses estate planning considerations as well as income and retirement planning in a tax-efficient manner. Jim has held several positions in the financial industry, including Premier Banker at Wells Fargo from 2021 to 2022, Relationship Manager at Citi Bank from 2017 to 2021, Regional Banking Private Banking at Wells Fargo from 2012 to 2017, and Registered Investment Advisor at First Command from 2008 to 2012. Outside of his professional work, Jim's personal interests include beach activities, cars, family activities, fitness, motorcycles, and outdoor adventures.
CFP®, Series 65
Stafford, VA
Lionheart Financial Planning, Inc.
Series 63, Series 65
Stafford, VA
The Financial T
Series 65
Stafford, VA
Park Financial Planning Solutions, LLC
Series 63, Series 65
Stafford, VA
GuidedQuest, LLC
CFP®, Series 63, Series 65
King George, VA
King George Capital Mgmt, Inc.
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