Brookside Wealth Management LLC fees

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 15, 2026. Fees can change.

Monthly fee

$200/mo

“For a stand-alone financial-planning engagement, Brookside generally charges $200 per month, billed monthly in arrears, for a 12-month engagement, for a total scheduled fee of $2,400.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets

Yes

Minimum

None stated in the brochure

Team size

Solo practice (one employee)

Registered since

2026

How Brookside Wealth Management LLC bills

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

• “Because planning fees are billed in arrears, Brookside does not collect unearned planning fees in advance.”

Firm details from Form ADV

How the firm is paid

Flat or fixed fees, monthly planning fees, and a percentage of assets under management

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported on Form ADV as of October 15, 2026

CRD number

344343 (opens in new tab)

Website

brooksidewealth.co (opens in new tab)

Phone

(816) 325-3252

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