PlannerFees

Brooks Wealth Management fees and pricing

Financial planner in Westlake Village, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 13, 2026, Brooks Wealth Management charges $250 an hour, a flat or project fee of $199⁠-⁠$20,000, and an annual fee of $5,000⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Our hourly rate is $250 per hour.”
Flat or project fee
$199⁠-⁠$20,000
“Fixed fees for financial planning services generally range from $199 to $20,000.”
Annual fee
$5,000⁠-⁠$20,000/yr
“Fixed advisory fees generally range from $5,000 to $20,000 per year and are billed quarterly in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Brooks Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Please note, lower fees for comparable services may be available from other sources. 7 Wealth Management Services The fee is based on a percentage of assets under management and is negotiable.”
  • “Fees are prorated for partial billing periods, including when a relationship begins or ends, and may be adjusted for significant additions or withdrawals.”
  • “Brooks Wealth Management may require a portion of the financial planning fee to be paid in advance, with the remainder due upon completion of the services.”

How Brooks Wealth Management’s fees compare

  • Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
  • None of the 7 other planners in Westlake Village that publish an hourly rate charge less.
  • Its flat or project fee of $199-$20,000 spans the California median of $5,000. 81% of the 796 other California planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Westlake Village that publish a flat or project fee charge less.
  • Its annual fee of $5,000-$20,000 spans the California median of $6,250. 75% of the 224 other California planners that publish an annual fee charge less.

About Brooks Wealth Management

“We offer Wealth Management Services, Financial Planning Services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Scott Brooks
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
23
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed
$10,500,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
332237
Website
instagram.com/scottbrooks.advisor (opens in new tab)
Phone
(303) 962-2728

Can advise clients in 2 states: California, Colorado

Other planners in Westlake Village that publish fees

Compare all 20 planners in Westlake Village

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.