Brickstone Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,560,000
Clients
4
25% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$390,000
About
Brickstone Advisors serves individual clients and also provides advisory services to employer‑sponsored retirement plan sponsors, offering asset management, financial planning, and retirement‑plan consulting. Its asset management capability includes exposure to stocks, bonds, mutual funds, ETFs, options, variable annuities, and REITs.
The firm’s investment approach draws on fundamental and technical analysis as well as Modern Portfolio Theory and emphasizes long‑term, discretionary portfolio management tailored to each client’s financial situation and risk tolerance. Financial planning is offered on both a project and ongoing basis, with periodic reviews and follow‑up meetings to support implementation and adjustments.
What is distinctive is the firm’s explicit retirement‑plan consulting work — including serving in 3(21) and 3(38) fiduciary roles and conducting quantitative and qualitative fund selection and monitoring — a service less common among single‑advisor independent firms. As a solo adviser with modest assets under management and a small client roster, the firm provides direct advisor oversight; the brochure also discloses that some associated persons are licensed insurance agents, a potential conflict that the firm documents and requires to be disclosed when relevant.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Charitable giving & philanthropy
Business Financial Management
Demographic focus
Young Professionals
Fee options
Ongoing Annual Planning Fee ranging from $2,000 to $7,000
$0 - $100,000: 1.20% $100,001 - $200,000: 1.10% $200,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.55%
$200 per hour for financial planning and consulting services
Fee-only: Hourly: $200 per hour; Ongoing Annual Planning Fee: $2,000 - $7,000 annually
Main office location
Brickstone Advisors
300 Se 2 Nd Street, Suite 600
Fort Lauderdale FL 33301, United States
Number of offices
1
Most active in
Brickstone Advisors has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")