A complete list of active advisors currently associated with Brooks Financial Advisory Group,Inc.

Warmer can help you find a great advisor at Brooks Financial Advisory Group,Inc. or one who fits your needs even better.

Brooks Financial Advisory Group serves a small, primarily individual client base that includes both non-high-net-worth and high-net-worth households, along with a few pension/profit-sharing plans and a charitable account. The firm provides financial planning and portfolio management for individuals, and lists individual directed retirement account services among its offerings. The firm manages roughly $16.6 million in regulatory assets and reports those assets as primarily non‑discretionary, meaning clients generally retain trading authority and the firm advises or implements transactions only with client direction. Custody is handled through a qualified custodian (Charles Schwab) and the firm also reports direct fee deductions from client accounts as part of its administrative practices. Compared with peers, Brooks is notable for operating with a two-person advisory team while also engaging in insurance brokerage activities; the brochure indicates an insurance license and that life insurance and bookkeeping/tax filing represent portions of the advisers’ outside business activities. The firm combines traditional financial planning and retirement-account services with insurance distribution, a mix that is uncommon among similarly supported advisory firms.

To learn more about the advisors currently working at Brooks Financial Advisory Group,Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.