Littleton, CO 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
Littleton CO
Advisors at this office
3
Advisors at this office
Alan S
ChFC®
Littleton, CO
Brookstone Wealth Advisors, LLC
Alan Smith is a ChFC® with 10 years of industry experience, currently serving as an advisor at Brookstone Wealth Advisors, LLC. Prior to joining Brookstone in 2023, he worked at Foundations Investment Advisors, LLC for seven years and has been self-employed with Golden Eagle Financial, Ltd since 2002, where he also acts as a property, casualty, life, and health insurance agent. Brookstone Wealth Advisors provides investment management and financial planning services to a range of clients including individuals, retirement plans, trusts, and business entities. The firm operates using discretionary model portfolios and an open-architecture approach, offering services through affiliated platforms and maintaining relationships with insurance and estate-planning firms.
Brian D
Series 65
Littleton, CO
Brookstone Wealth Advisors, LLC
Brian Ditton is a financial advisor at Brookstone Wealth Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved in the financial services industry since 1995 through his work with Legacy Wealth Designers, DBA Legacy Insurance and Financial Group, and Retirement Wealth Advisors, Inc. Outside of his advisory role, Ditton is involved in managing a rental property. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a discretionary investment approach using model portfolios, sub-advisors, and an open-architecture strategy that includes equities, ETFs, bond strategies, options overlays, and structured products.
David S
Series 63, Series 65
Littleton, CO
Brookstone Wealth Advisors, LLC
David Seitzer is a financial advisor with Brookstone Wealth Advisors, LLC in Littleton, Colorado, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Rooted Wealth Advisors, Alloy Wealth Holdings, and Center Street Advisors, among others. Outside of his advisory work, he is involved in insurance sales through Alpha Retirement Concepts, Inc. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and institutional clients. The firm employs a mix of active and passive strategies within a structured platform and offers financial planning and implementation services including insurance and annuity solutions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)