Firm
Brookstone Wealth Management
Birmingham, Alabama
Fee-only
Brookstone Wealth Management at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 10 advisors are listed here; 5 of 10 hold the CFP.
- Its Form ADV reports 15 employees and 1,114 individual clients, 287 of them high net worth.
- Its average account is about $400,000 (assets it manages divided by its 1,942 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Website | brookstonewealth.com |
| [email protected] | |
| Phone | (205) 967-4200 |
Brookstone Wealth Management fees
Brookstone Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $776 million |
| Individual clients | 827 |
| High-net-worth clients | 287 |
| Accounts managed | 1,942 |
| Employees | 15 |
| Planning clients | 0 |
| Registered with | The SEC (801-62981) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 118896 |