Brooks Financial Advisory Group,Inc.

Overview

Brooks Financial Advisory Group, Inc. is a privately owned corporate RIA that serves individual and family clients as well as select institutional relationships. The firm combines advisory services—principally portfolio management for individuals and small businesses—with insurance brokerage activities. Its fee model includes both a percentage-of-assets charge and fixed fees. Brooks Financial does not identify itself as an active ESG investor, and filings indicate it operates under a single-state scope rather than as a multi-state adviser.

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Location & Offices