Brittany Lynn Ringo
BR
CFP
Brittany Lynn Ringo
BR
CFP

Brittany Ringo

10 Years of Experience
Plymouth, MI

Brittany Ringo is a CFP-designated registered investment advisor at Autumn Financial Advisors, LLC, based in Plymouth, MI, with 10 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 31 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
31 clients
Average Client Portfolio
$537K average
Assets Under Management
$16.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Brittany Lynn Ringo
BR
Brittany Ringo

Location

409 Plymouth Road, Suite 124, Plymouth, MI, 48170

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Autumn Financial Advisors, LLC
October 2017 - Present · 8 yrs 6 mos
Previous Registrations
Buttonwood Financial Advisors, INC.
July 2015 - August 2017 · 2 yrs 1 mo
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Hi, I'm Brittany.  Prior to starting Autumn Financial Advisors, LLC, I worked as a planner at a personal financial planning firm in Maryland where I solidified my passion for helping families reach their goals and earned my CFP® designation.  Meanwhile, my husband, Erik, worked at a global investment management firm as a Quantitative Analyst where he gained extensive investment experience and earned his Chartered Financial Analyst® (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations.  We enjoyed our jobs but wanted to move to Michigan, where we both grew up, to be closer to our families.  It was then that we started Autumn Financial Advisors, LLC together.

Brittany Lynn Ringo
BR
Contact
Brittany Ringo
Brittany Ringo - Financial Advisor | TrueAdvisor