Brickstone Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brickstone Advisors serves individual clients and also provides advisory services to employer‑sponsored retirement plan sponsors, offering asset management, financial planning, and retirement‑plan consulting. Its asset management capability includes exposure to stocks, bonds, mutual funds, ETFs, options, variable annuities, and REITs.
The firm’s investment approach draws on fundamental and technical analysis as well as Modern Portfolio Theory and emphasizes long‑term, discretionary portfolio management tailored to each client’s financial situation and risk tolerance. Financial planning is offered on both a project and ongoing basis, with periodic reviews and follow‑up meetings to support implementation and adjustments.
What is distinctive is the firm’s explicit retirement‑plan consulting work — including serving in 3(21) and 3(38) fiduciary roles and conducting quantitative and qualitative fund selection and monitoring — a service less common among single‑advisor independent firms. As a solo adviser with modest assets under management and a small client roster, the firm provides direct advisor oversight; the brochure also discloses that some associated persons are licensed insurance agents, a potential conflict that the firm documents and requires to be disclosed when relevant.
Client services
Expertise
Demographic focus
Fee options
Ongoing Annual Planning Fee ranging from $2,000 to $7,000
$0 - $100,000: 1.20% $100,001 - $200,000: 1.10% $200,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.55%
$200 per hour for financial planning and consulting services
Fee-only: Hourly: $200 per hour; Ongoing Annual Planning Fee: $2,000 - $7,000 annually
Main office
300 SE 2nd Street, Apt. 1010
Fort Lauderdale FL 33301
Advisors at this office
1
Most active in
Florida
Also doing business as
Brickstone Advisors · Brickstone Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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