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Brett Tushingham, CFP®

"Personal CFO" services that integrate college and retirement planning into one strategy

Tushingham Wealth Strategies, LLC

Wilmington

NC

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Tushingham Wealth Strategies, LLC 3 years, 1 month May 2014 - Present
Omnistar Financial Group, Inc. 9 months Aug 2013 - May 2014
LPL Financial LLC 8 years, 6 months Feb 2005 - Aug 2013

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Brett Tushingham

What the Recent FAFSA Change Means for You
Published 2015-09-28 11:37:20
3 Key Investing Questions for Your Advisor
Published 2015-09-02 17:39:03
How the FAFSA can Help Pay for College
Published 2015-08-04 11:11:59
3 Tax Strategies to Help Pay for College
Published 2015-08-04 11:00:44
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 14, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 14, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Tushingham Wealth Strategies, LLC

    Last updated on Jan. 10, 2017
      • $10.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 63
        Accounts
      • $165.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees