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
Berlin, MD 21811
Credentials
Series 66
Industry experience
8 years
Collin Macomber is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Retirement Wealth Advisors, Key Financial Services, Equity Services Inc, and Key Advisors Group of Maryland, LLC. He is also a licensed agent involved in fixed insurance and annuity sales through Key Advisors of Maryland, LLC. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a mix of active and passive strategies within model portfolios and manages accounts on a discretionary basis using an open-architecture approach.
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
9928 Old Ocean City Blvd., Suite 2
Berlin, MD 21811
Delaware · Maryland · Pennsylvania
Retirement Wealth Advisors
2018 - Present (8 years)
Key Financial Services
2018 - Present (8 years)
Equity Services Inc
2017 - 2018 (1 year)
Key Advisors Group of Maryland, LLC
2017 - Present (9 years)
Full TIme Student
2000 - 2017 (17 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 66
Berlin, MD
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Series 63, Series 65
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CWM Advisory, LLC
CFP®, Series 65
Ocean Pines, MD
CWM Advisory, LLC
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