A complete list of active advisors currently associated with Brooks Wealth Management

Warmer can help you find a great advisor at Brooks Wealth Management or one who fits your needs even better.

Brooks Wealth Management is a fee-only independent advisory firm that serves individuals, high-net-worth individuals, charitable organizations and corporations. The firm manages a small client base (about 23 clients with roughly $10.5 million in assets under management) and offers discretionary wealth management alongside project-based and ongoing financial planning covering topics such as retirement, estate, tax, cash flow, college savings, business planning and risk management. The firm constructs customized investment models tailored to each client, combining passive and active strategies and applying Modern Portfolio Theory alongside fundamental, technical and cyclical analysis. Brooks Wealth Management may incorporate socially responsible (ESG) options and advise on alternative investments, provides quarterly performance and holdings reports through a client portal (RightCapital), and generally requires clients to custody assets at Charles Schwab for execution and reporting. Distinctive aspects of the firm include its recent founding in 2024 and leadership by a CFP®-certified principal, which results in a small, concentrated practice that integrates planning and investment management for a limited number of clients. Operationally, the firm’s requirement that clients use a specified custodian (Charles Schwab) and its routine delivery of written quarterly reports are more prescriptive than many peers, and it offers both ongoing integrated planning and limited-scope project engagements.

To learn more about the advisors currently working at Brooks Wealth Management, 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.

Name	Location	Years of experience
Scott Brooks	Westlake Village, CA	4

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