How does the advisor help clients – Key Takeaways:
Brooks Financial Advisory Group, Inc. is a renowned financial advisory firm that has been helping clients achieve their financial goals for over 20 years. They offer a wide range of financial services and have a team of experienced and knowledgeable advisors who are dedicated to providing personalized and comprehensive financial advice to their clients.
Facts and Insights:
As of 2021, Brooks Financial Advisory Group, Inc. has over $500 million in assets under management, with a team of 10 advisors serving their clients. They have been in business since 2001 and have established a strong reputation in the market for their expertise and integrity.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered:
Brooks Financial Advisory Group, Inc. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education planning
- Insurance planning
Client Types:
The firm serves a variety of clients, including individuals, families, and small businesses. They work closely with each client to understand their unique financial situation and provide customized solutions to help them reach their financial goals.
Fees & Compensation:
Brooks Financial Advisory Group, Inc. operates on a fee-only basis, which means their only source of compensation is the fees paid by their clients. They have a transparent fee structure and do not earn commissions on any products or services recommended to their clients. This ensures that their advice is always unbiased and in the best interest of their clients.
Background:
The founder and CEO of Brooks Financial Advisory Group, Inc., John Brooks, is a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. He is dedicated to providing personalized and holistic financial advice to his clients and has built a team of advisors who share the same values.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Brooks Financial Advisory Group, Inc. is required to disclose any potential conflicts of interest or disciplinary events in their Background and Disclosure Statement. This information is available publicly on the U.S. Securities and Exchange Commission (SEC) website and can also be provided by the firm upon request.