Plano, TX 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
101 E. Park Blvd #202
Plano TX 75074
Advisors at this office
3
Advisors at this office
David M
Series 65
Plano, TX
Brookstone Wealth Advisors, LLC
David Messing is a financial advisor at Brookstone Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Brookstone Wealth Advisors since 2023. Prior to that, he spent seven years at Capital Asset Advisory Services, LLC and has been involved with Advanced Estate Services since 2010. He is also an independent insurance agent licensed in Texas, Arkansas, and Florida. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles to retirement plans, trusts, and other institutional clients. The firm uses a mix of active and passive strategies within a networked structure and offers financial planning and implementation services including insurance and annuities.
Julie C
Series 65
Plano, TX
Brookstone Wealth Advisors, LLC
Julie Cunningham is a financial advisor at Brookstone Wealth Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2023. Prior to that, she was vice president at Planning by Design Financial, where she managed books, contracted insurance agents, and conducted product training, and she also worked as a health and life insurance agent. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a mix of active and passive strategies via model portfolios and offers financial planning and implementation services, managing accounts on a discretionary basis with a documented investment policy framework.
Kasey B
Series 65
Plano, TX
Brookstone Wealth Advisors, LLC
Kasey Byrd is a financial advisor at Brookstone Wealth Advisors, LLC with seven years of industry experience. He holds the Series 65 credential and has worked at several firms including Principal Wealth Services and AlphaStar Capital Management. In addition to his advisory work, Byrd is an independently licensed insurance agent selling life and health insurance and is also a representative of National Gold Consultants, dealing in physical gold and silver. 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, bonds, options overlays, and other strategies.
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