Callie Brooks
&wealth Partners · Port St. Lucie, Florida
Callie Brooks is a fee-only financial advisor at &wealth Partners in Port St. Lucie, Florida, who holds the CFP credential. &wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | &wealth Partners |
|---|---|
| Based in | Port St. Lucie, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $508.2M across 254 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 7807448 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.andwealth.com |
How Callie's firm compares
- &wealth Partners's average account is about $2.0 million, from its Form ADV (assets managed divided by 254 accounts).
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Questions about Callie
Is Callie Brooks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Callie holds no broker registration, and &wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Callie charge for financial advice?
Callie's firm, &wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Callie Brooks based?
Callie Brooks is based in Port St. Lucie, Florida.
What credentials does Callie Brooks hold?
Callie Brooks holds the CFP credential.
Is Callie Brooks registered with the SEC?
Yes. Callie Brooks is registered as an investment adviser representative in MD (CRD 7807448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does &wealth Partners manage?
&wealth Partners reports $508.2M across 254 accounts in assets under management.
How do I contact Callie Brooks?
Through Callie's website, www.andwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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