Advisor at Brookstone Wealth Advisors, LLC
Updated today
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
Wilkes Barre, PA
Credentials
Series 65
Industry experience
2 years
Why did you become a financial advisor?
I became an advisor to help people plan for their financial future.
About
The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
Client services
Based on Brookstone Wealth Advisors, LLC
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Income planning
Annuities
Roth conversion strategy
Occupation focus
Educators, Teachers, and Academics
Entertainment Industry
Demographic focus
Approaching retirement
Young Professionals
HENRY (High Earners, Not Rich Yet)
Retired
Fee options
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
Location
Wilkes Barre, PA
Most active in
Matthew P has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
Wyoming County Chamber of Commerce
2024 - Present (2 years)
URL Insurance Group
2024 - Present (2 years)
First Connect Insurance Services
2024 - Present (2 years)
Trustmont Advisory Group, Inc.
2022 - 2023 (1 year)
CPR FINANCIAL GROUP LLC
2022 - 2022 (1 year)
CPR Investments Inc
2022 - 2022 (1 year)
Sequent Planning, LLC
2021 - 2022 (1 year)
Northeastern Pennsylvania SCORE
2021 - 2022 (1 year)
Futurity First Insurance Group
2021 - 2021 (1 year)
Berkshire Hathaway Guard Insurance Group
2020 - 2020 (1 year)
Matthew Philistine, sole proprietor
2019 - Present (7 years)
Ess
2019 - 2019 (1 year)
NEPA Inclusive
2016 - 2018 (2 years)
Crump Life Insurance Services
2015 - 2021 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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