Scott Brooks
Brooks Wealth Management · Westlake Village, California
Scott Brooks is a fee-only financial advisor at Brooks Wealth Management in Westlake Village, California, who holds the CFP credential. Scott charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Brooks Wealth Management |
|---|---|
| Based in | Westlake Village, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $10.5M across 84 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO · CRD 7227609 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | brookswealthmanagement.com |
| Profile |
How Scott's firm compares
- Brooks Wealth Management's average account is about $125,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Scott
Is Scott Brooks a fee-only financial advisor?
Yes. Scott Brooks is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Scott's firm.
How does Scott charge for financial advice?
Scott charges a percentage of assets.
How much does Scott charge?
According to Brooks Wealth Management's website, checked October 28, 2026: 1% a year on the first tier of assets managed.
Where is Scott Brooks based?
Scott Brooks is based in Westlake Village, California.
What does Scott specialize in?
Scott's specialties include retirement planning, estate & legacy planning and tax planning. Scott works with retirees and pre-retirees.
What credentials does Scott Brooks hold?
Scott Brooks holds the CFP credential.
Is Scott Brooks registered with the SEC?
Yes. Scott Brooks is registered as an investment adviser representative in CA and CO (CRD 7227609), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Brooks Wealth Management manage?
Brooks Wealth Management reports $10.5M across 84 accounts in assets under management.
How do I contact Scott Brooks?
Through Scott's website, brookswealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Brooks Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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