Brookstone Wealth Management, Inc.
Firm details
- Headquarters
- Oxford, Massachusetts
- CRD number
- 344265
- Registered since
- October 1, 2026
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brookstone Wealth Management, Inc. is a newly formed, individually owned corporation that registered with the SEC in 2026. The firm describes itself as a capital allocator and offers advisory services centered on financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Brookstone charges clients on a percentage-of-assets-under-management basis and can also bill hourly; it does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Oxford, MA
Worcester
Location
Oxford, MA
Headquartered in Oxford, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 351 Main St
- Time zone
- ET (UTC-5)
- Office locations
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