Stacey Neal Brooks
Advisor at Maridea Wealth Management — Marietta, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
29 years
Location
Marietta, OH 45750
Maridea Wealth Management
Multi-team
Stacey Brooks is a financial advisor with Maridea Wealth Management, holding a Series 63 credential and bringing 29 years of industry experience. Her prior firms include LPL Financial LLC and Cetera Advisors LLC. Brooks serves on the Board of Public Affairs for the Village of Beverly, Ohio, participating in decisions regarding local water and sewer systems. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios with a long-term focus and integrates insurance and tax planning services via affiliated entities.
Based on Maridea Wealth Management
Fixed financial planning fees up to $10,000; fixed cash management and treasury services fees based on scope and complexity
$0+: Up to 2.50% annually (investment management fees, negotiable based on factors such as scope, complexity, asset level, and client relationship) $0+: Up to 1.00% annually (retirement plan advisory services, negotiable depending on plan size and complexity)
Hourly financial planning fees up to $250 per hour
Account minimum: $100,000 (may be reduced or waived at Adviser’s sole discretion) Fee-only: Financial planning fixed fees up to $10,000; hourly planning fees up to $250/hour; CFO services fees depend on complexity (separate and distinct from advisory fees)
Marietta, OH
324 4th Street
Marietta OH 45750
Advisors at this office
6
Ohio · Texas
29 years of industry experience
Maridea Insurance Company, LLC
2026 - Present • 1 year
Marietta, OH
Private Client Services
2026 - Present • 1 year
Marietta, OH
Maridea Wealth Management LLC
2026 - Present • 1 year
Marietta, OH
LPL Financial LLC
2021 - 2026 • 5 years
Marietta, OH
Cetera Advisors LLC
2004 - 2021 • 17 years
Marietta, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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