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 manages roughly $10.5 million for a small roster of clients that include individuals, high-net-worth individuals, charitable organizations, and businesses. The firm is a fee-only registered investment adviser offering discretionary wealth management and project-based financial planning, with financial planning included for clients who engage in wealth management. The firm builds customized investment models and asset allocations for each client, drawing on Modern Portfolio Theory and a mix of passive and active strategies, and employs fundamental, technical, and cyclical analysis as appropriate. Brooks typically invests in stocks, bonds, mutual funds, and ETFs, can incorporate socially responsible (ESG) approaches at client request, and may recommend alternative investments while noting it does not have discretionary authority to place client funds into such alternatives. Operationally, the firm requires clients to establish custody at Charles Schwab and uses Schwab Advisor Services and its institutional platform support, and it delivers quarterly performance and holdings reports through a secure RightCapital portal — a regular reporting cadence the brochure highlights. The firm also discloses it has no affiliations with other investment advisers or outside financial industry parties and offers fee flexibility, including a blended tiered AUM schedule and the option for fixed or flat advisory fees in certain 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.