Tami McDonald
Brookstone Wealth Management · Birmingham, Alabama
Tami McDonald is a fee-only financial advisor at Brookstone Wealth Management in Birmingham, Alabama, who holds the CFP credential. Tami focuses on retirement planning. Brookstone Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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, GA · CRD 3233299 |
| Exams passed | Series 66 (1999) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.brookstonewealth.com |
How Tami's firm compares
- Brookstone Wealth Management's average account is about $400,000, from its Form ADV (assets managed divided by 1,942 accounts).
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Questions about Tami
Is Tami McDonald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tami 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 Tami charge for financial advice?
Tami's firm, Brookstone Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tami McDonald based?
Tami McDonald is based in Birmingham, Alabama.
What does Tami specialize in?
Tami's specialties include retirement planning.
What credentials does Tami McDonald hold?
Tami McDonald holds the CFP credential.
Is Tami McDonald registered with the SEC?
Yes. Tami McDonald is registered as an investment adviser representative in AL and GA (CRD 3233299), 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 Tami McDonald?
Through Tami'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.
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