Advisor at Brookstone Wealth Advisors, LLC
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
Brookstone Wealth Advisors, LLC
Location
Granite Bay, CA
Credentials
Series 63, Series 65
Industry experience
12 years
Bryan Bentley is a financial advisor with Talon Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Talon Private Wealth since 2021 and has worked at Retirement Wealth Advisors since 2014. Bentley also operates Bentley Financial, a sole proprietorship focused on the sale of insurance products including life insurance, annuities, and health insurance. Talon Private Wealth provides investment advisory and financial planning services to individuals and high net worth clients, offering portfolio management, retirement plan consulting, and written financial plans. The firm employs tactical asset allocation and technical analysis, uses model portfolios, and utilizes third-party turnkey asset management platforms while maintaining discretionary authority over them.
Based on Brookstone Wealth Advisors, LLC
Based on Brookstone Wealth Advisors, LLC
Fixed fees for financial planning services ranging from $200 to $5,000 or more
Commission-based compensation for insurance and annuity products sold by some associated persons
Up to $350 per hour for financial planning services
Account minimum: $25,000 Minimum fee: Up to $500 annually for ERISA plans, either as fixed fee or not to exceed 1.0% of plan assets annually Fee-only: Hourly fees up to $350/hour billed in six-minute increments; Fixed fees ranging from $200 to $5,000 or more for financial planning
Granite Bay, CA
California · Texas
Talon Private Wealth, LLC
2021 - Present (5 years)
Retirement Wealth Advisors
2014 - Present (12 years)
Bentley Financial
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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CFA®
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CFP®, Series 65
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Castellan Financial Advisors
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