Firm
Brooks Wealth Management
Westlake Village, California
Fee-only
Brooks Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 23 individual clients, 7 of them high net worth.
- Its average account is about $125,000 (assets it manages divided by its 84 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Westlake Village, California |
|---|---|
| Website | brookswealthmanagement.com |
| [email protected] | |
| Phone | (303) 962-2728 |
Brooks Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The standard schedule begins at 1.00% and declines as the amount managed increases." source
"Most ongoing relationships are priced using a tiered assets-under-management fee." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $11 million |
| Individual clients | 16 |
| High-net-worth clients | 7 |
| Accounts managed | 84 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 332237 |