# Jonathan Brooks

> Jonathan Brooks is a fee-only financial advisor at BMSS Wesson Wealth Solutions in Birmingham, Alabama, who holds the CFP and ChFC credentials. Jonathan focuses on founders (pre-exit), small business owners and equity compensation. BMSS Wesson Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-brooks/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** BMSS Wesson Wealth Solutions
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $704.0M across 1,183 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Founders (pre-exit), Small business owners, Equity compensation, Family wealth transfer, Estate & legacy planning
- **Works with:** Executives, High earners, Multi-generational families, Founders
- **CRD:** 6641341 (https://adviserinfo.sec.gov/individual/summary/6641341)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 63 (2017)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.bmsswesson.com

## Frequently asked questions

### Is Jonathan Brooks a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and BMSS Wesson Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, BMSS Wesson Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan Brooks based?

Jonathan Brooks is based in Birmingham, Alabama.

### What does Jonathan specialize in?

Jonathan's specialties include founders (pre-exit), small business owners, equity compensation, family wealth transfer and estate & legacy planning. Jonathan works with executives, high earners, multi-generational families and founders.

### What credentials does Jonathan Brooks hold?

Jonathan Brooks holds the CFP and ChFC credentials.

### Is Jonathan Brooks registered with the SEC?

Yes. Jonathan Brooks is registered as an investment adviser representative in AL (CRD 6641341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BMSS Wesson Wealth Solutions manage?

BMSS Wesson Wealth Solutions reports $704.0M across 1,183 accounts in assets under management.

### How do I contact Jonathan Brooks?

Through Jonathan's website, www.bmsswesson.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6641341): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bmsswesson.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.