About BROOKS FINANCIAL PLANNING
BROOKS FINANCIAL PLANNING is a respected financial planning firm that has been providing expert advice and guidance to clients for over 20 years. Its team of experienced advisors takes pride in helping clients achieve their financial goals and secure their financial future. With a range of services and a dedication to client satisfaction, BROOKS FINANCIAL PLANNING is a top choice for individuals seeking financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides financial planning and investment management services
- Offers personalized investment strategies based on individual risk tolerance and goals
- Helps clients create a comprehensive financial plan for their future
- Offers ongoing support and guidance through regular meetings and communication
Facts and Insights:
BROOKS FINANCIAL PLANNING has a team of 10 experienced financial advisors, each with their own areas of expertise, to provide clients with well-rounded and comprehensive advice. The firm has over $500 million in assets under management and serves a diverse clientele, including individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 20 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Tax planning
- Insurance planning
- Cash flow and budgeting
Client Types:
- Individuals
- Families
- Businesses
Fees & Compensation:
BROOKS FINANCIAL PLANNING operates on a fee-only basis, meaning they do not earn commissions for recommending specific investments. This ensures that their advice is unbiased and in the best interest of the client. Fees are based on a percentage of assets under management and are discussed and agreed upon before any services are provided.
Background:
BROOKS FINANCIAL PLANNING was founded in 1999 by John Brooks, a certified financial planner with over 30 years of experience in the industry. Over the years, the firm has built a strong reputation for their personalized and comprehensive approach to financial planning. The team at BROOKS FINANCIAL PLANNING is dedicated to staying up-to-date on the latest industry trends and changes to provide their clients with the best possible advice.
Financial Advisor Disclosures to Know:
As a registered investment advisor, BROOKS FINANCIAL PLANNING is held to a fiduciary standard, meaning they are legally required to act in the best interest of their clients. This differs from the suitability standard that other advisors may operate under, which only requires them to recommend products that are suitable for the client’s needs. Additionally, the firm has a clean disciplinary record with no legal or regulatory actions against it.