Brookstone Wealth Advisors, LLC

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Total assets under management

Total clients

Total advisors

244

of 244 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

—

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning services ranging from $200 to $5,000 or more, based on complexity.

Percentage

$0+: Negotiable up to 2.5% annually (total advisory fee including BCM Platform or wrap-fee program) $0+: Plan participant advisory fees up to 1.0% annually (negotiated per agreement)

Commissions

Some associated persons may earn commissions on insurance or annuity products sold (not through BCM).

Project-based

Up to $350 per hour for financial planning services, billed in six-minute increments.

Other

Account minimum: $25,000 (may be waived or lowered at firm's discretion) Fee-only: Fee-only investment management and financial planning firm; no commissions charged for investment management services.

Disclosures

Business activities & affiliations

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.

Main office location

Brookstone Wealth Advisors, LLC

1745 S Naperville Rd, Suite 200

Wheaton IL 60189, United States

Number of offices

173

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 6306531400

Advisors at this firm

James H

Series 63, Series 65

Denham Springs, LA

Brookstone Wealth Advisors, LLC

Stuart S

Series 65

Saint George, UT

Brookstone Wealth Advisors, LLC

Jesse D

Series 65

Alpharetta, GA

Brookstone Wealth Advisors, LLC

Kevin T

Series 65

Hammond, LA

Brookstone Wealth Advisors, LLC

Aaron H

CFP®, Series 65

Scottsdale, AZ

Brookstone Wealth Advisors, LLC

Michael A

Series 63, Series 65

Lawrenceville, GA

Brookstone Wealth Advisors, LLC

Eric J

Series 65

Duluth, GA

Brookstone Wealth Advisors, LLC

Michael K

CFP®, Series 63, Series 65

Boca Raton, FL

Brookstone Wealth Advisors, LLC

Sean J

Series 65

Twin Falls, ID

Brookstone Wealth Advisors, LLC

Phillip C

Series 63, Series 65

Waco, TX

Brookstone Wealth Advisors, LLC

John B

Series 65

Alphretta, GA

Brookstone Wealth Advisors, LLC

Douglas G

Series 65

Palm Harbor, FL

Brookstone Wealth Advisors, LLC

James A

Series 65

St. George, UT

Brookstone Wealth Advisors, LLC

Lisa A

Series 63, Series 65

Oakdale, MN

Brookstone Wealth Advisors, LLC

Mark O

CFP®, Series 63, Series 65

Alpharetta, GA

Brookstone Wealth Advisors, LLC

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