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Brittany Ringo

Advisor at Autumn Financial Advisors, LLC

Updated today

Location

Plymouth, MI 48170

Credentials

CFP®, Series 65

Industry experience

10 years

About

Brittany Ringo is a CFP® and Series 65–licensed financial advisor with 10 years of industry experience. She has worked at Autumn Financial Advisors, LLC since 2017 and previously was with Buttonwood Financial Advisors and Ringo & Associates, P.C. Certified Public Accountants. Autumn Financial Advisors is a small, state-registered firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary investment management. The firm employs a diversified asset allocation strategy that integrates active, passive, and quantitative approaches, with portfolio management tailored to client-specific investment policy statements.

Client services

Based on Autumn Financial Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Autumn Financial Advisors, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Project-based financial planning fees range from $1,500 to $10,000, fixed fees may be negotiated for specific projects.

Percentage

$1 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Project-based

Additional financial planning projects billed at $300 per hour.

Other

Minimum fee: Startup cost ranges from $1,500 to $10,000 due at plan presentation; ongoing fee ranges from $1,500 to $10,000 annually (may be quarterly, in arrears). The ongoing quarterly fee may be waived if a minimum amount of client assets is managed. Fee-only: Fees are charged based on assets under management as tiered above; additional fees for financial planning (startup and ongoing fees) and project-based financial planning ($1,500 to $10,000). Hourly fees for additional financial planning projects at $300 per hour.

Location

409 Plymouth Road, Suite 124

Plymouth, MI 48170

Most active in

Michigan

Work history

Ringo & Associates, P.C. Certified Public Accountants

2019 - 2021 (2 years)

Autumn Financial Advisors, LLC

2017 - Present (9 years)

Buttonwood Financial Advisors

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Income planning Tax-loss harvesting General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner
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