Mu-Tin
Wultsch

Brown Financial Advisory

CRD#4825499
Investment Advisor
in Fairhope, AL

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About this Advisor

Mu-Tin Wultsch is a financial advisor based in Fairhope, Alabama, working with Brown Financial Advisory. Mu-Tin has previously held positions at Hewins Financial Advisors, LLC, Valmark Securities, Inc, Hewins Brokerage Services, LLC, Brown Financial Advisory, Homemaker, Schwab Private Client Invest Adv, and Charles Schwab & Co., Inc. Mu-Tin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama. Currently, Mu-Tin is part of Brown Financial Advisory, which operates out of Fairhope, Alabama. The firm has 7 employees and manages assets totaling $300.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Brown Financial Advisory includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

54 S. Greeno Road
Fairhope, AL 36532

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Brown Financial Advisory Brokerage Details

Total Assets Under Management

$300,769,749

AL Average: $1,620,585,161
Total Number of Employees

7

AL Average: 52
Total Number of Accounts

715

AL Average: 1,560
Average Account Size

$420,657

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Mu-Tin Wultsch Work History

2022 - Present (3 years)

Brown Financial Advisory

2017 - 2022 (5 years)

Homemaker

2015 - 2015 (< 1 year)

Valmark Securities, Inc

2015 - 2015 (< 1 year)

Hewins Brokerage Services, LLC

2015 - 2017 (2 years)

Schwab Private Client Invest Adv

2015 - 2017 (2 years)

Charles Schwab & Co., Inc

2014 - 2015 (1 year)

Hewins Financial Advisors, LLC

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Disclosures

Please visit the SEC profile of Mu-Tin Wultsch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brown Financial Advisory

Amy Smith
Fairhope, AL
Mu-Tin Wultsch
Fairhope, AL
Joshua Lancaster
Fairhope, AL
Daniel Mcleod
Fairhope, AL
Harvey Hutchinson
Fairhope, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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