Berlin, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations and business entities. Its advisors most commonly implement portfolios through the affiliated BCM Platform or the BCM wrap-fee program and also offer standalone financial planning and ERISA participant advisory services, with planning billed either hourly or as a fixed fee.
The firm operates on a discretionary basis using model portfolios, sub-advisors, proprietary model series and an open-architecture approach that can include equities, ETFs (including affiliated BAM ETFs), bond strategies, options overlays, defined‑outcome (buffer) ETFs, structured notes and annuity management. Advisors collect client information via an Investment Policy Statement and Risk Profile Questionnaire and disclose and manage conflicts arising from use of affiliated funds and related services while representing they act as fiduciaries for managed accounts.
Brookstone’s structure is notable for several uncommon features: it sponsors a wrap-fee program, maintains formal affiliations with an insurance organization and with an affiliated law firm (Perkins & Zayed, PC) for estate-planning referrals, and makes affiliated ETFs and an affiliated interval fund available in certain models. The firm also operates through a large network of Investment Adviser Representatives and multiple offices, discloses incentive and training programs for advisors, and offers client-facing planning billed hourly — all relationships and referral arrangements the firm discloses as potential conflicts of interest and describes mitigation steps for.
Based on Brookstone Wealth Advisors, LLC
Expertise
Based on Brookstone Wealth Advisors, LLC
Location
9928 Old Ocean City Blvd.
Berlin MD 21811
Advisors at this office
3
Advisors at this office
Collin M
Series 66
Berlin, MD
Brookstone Wealth Advisors, LLC
Collin Macomber is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 66 credential and nine years of industry experience. He has worked with Retirement Wealth Advisors, Key Financial Services, Equity Services Inc, and Key Advisors Group of Maryland, LLC. Macomber also serves as an agent selling fixed insurance and annuity products through Key Advisors of Maryland, LLC. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses discretionary management employing model portfolios, sub-advisors, and an open-architecture approach, offering a variety of investment strategies and client-facing planning billed hourly or as a fixed fee.
John R
Series 63, Series 65
Berlin, MD
Brookstone Wealth Advisors, LLC
John Repass Jr. is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes roles at Retirement Wealth Advisors, Key Financial Services, and PKS Investment Advisors LLC. He serves on the investment boards for Atlantic General Hospital and St. Mary's Star of the Sea Church. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates on a discretionary basis using model portfolios, sub-advisors, and an open-architecture approach that includes equities, ETFs, bond strategies, and other financial instruments.
Curtis M
Series 63, Series 66
Berlin, MD
Brookstone Wealth Advisors, LLC
Curtis Macomber is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Retirement Wealth Advisors, Inc. since 2018 and is involved in a fishing charter business, Stalker Offshore Charters, LLC. Brookstone Wealth Advisors serves retirement plans, trusts, and other institutional or pooled clients, delivering investment management primarily through sponsored and pooled vehicles. The firm uses model portfolios and a mix of active and passive strategies, managing accounts on a discretionary basis and offering additional implementation services such as insurance or annuity solutions when appropriate.
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