# Madison Caswell

> Madison Caswell is a fee-only financial advisor at Brookstone Wealth Management in Birmingham, Alabama, who holds the CFP credential. Madison focuses on retirement planning. Brookstone Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Brookstone Wealth Management
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $776.4M across 1,942 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 7045926 (https://adviserinfo.sec.gov/individual/summary/7045926)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 65 (2021)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.brookstonewealth.com

## Frequently asked questions

### Is Madison Caswell a fee-only financial advisor?

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

### How does Madison charge for financial advice?

Madison's firm, Brookstone Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Madison Caswell based?

Madison Caswell is based in Birmingham, Alabama.

### What does Madison specialize in?

Madison's specialties include retirement planning.

### What credentials does Madison Caswell hold?

Madison Caswell holds the CFP credential.

### Is Madison Caswell registered with the SEC?

Yes. Madison Caswell is registered as an investment adviser representative in AL (CRD 7045926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brookstone Wealth Management manage?

Brookstone Wealth Management reports $776.4M across 1,942 accounts in assets under management.

### How do I contact Madison Caswell?

Through Madison's website, www.brookstonewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7045926): 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://brookstonewealth.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.