Brookwood Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brookwood Wealth Advisors is a state‑registered independent investment adviser that works with individual and high‑net‑worth clients to provide portfolio management and financial planning consulting. Services include tailored investment advice and written investment strategies across cash, equities, mutual funds, bonds and annuities, delivered on both discretionary and non‑discretionary bases.
The firm’s investment approach combines asset allocation and risk‑based planning with tactics such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies, aligning recommendations with each client’s time horizon and risk tolerance. Account reviews and plan delivery are performed by the firm’s principal at least quarterly, and the firm generally recommends custodial and execution services through an institutional brokerage platform.
Among features that distinguish this firm from many peers, it participates in structured third‑party promoter arrangements (including advertising through a national referral program) and discloses paying referral fees under written agreements. The brochure also highlights attention to operational risks: the firm uses service providers that incorporate artificial intelligence and machine‑learning components and performs periodic due diligence to address data accuracy and security concerns, and it does not vote client proxies but forwards voting materials to clients.
Client services
Expertise
Fee options
Fixed fees from $150 to $1,500 per financial planning project
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $4,000,000: 0.65% $4,000,000+: Negotiable
$150 to $450 per hour for financial planning services
Account minimum: $100,000 Fee-only: Fixed fees for financial planning ranging from $150 to $1,500 per project; Hourly fees ranging from $150 to $450 per hour
Main office
Cartersville GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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