Madison Caswell
Brookstone Wealth Management · Birmingham, Alabama
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.
Request an introduction to Madison →
Specialties
Facts
| Firm | Brookstone Wealth Management |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $776.4M across 1,942 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 7045926 |
| Exams passed | Series 65 (2021) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.brookstonewealth.com |
How Madison's firm compares
- Brookstone Wealth Management's average account is about $400,000, from its Form ADV (assets managed divided by 1,942 accounts).
Request an introduction to Madison
Tell Madison a little about what you're looking for. Madison isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Madison
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Brookstone Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.