Brookstone Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“These services are billed at anegotiable hourly rate of $350 per hour.”

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

How Brookstone Financial bills

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

• “Asset-based fees are charged monthly in arrears and are calculated based on the value of assets under management as of the end of each month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”

How Brookstone Financial’s fees compare

• Its hourly rate of $350 is above the Indiana median of $250. 80% of the 119 other Indiana planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Jeffersonville that publish an hourly rate charge less.

About Brookstone Financial

• Principal: Seth Stewart
• Firm size: 5 employees.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

463

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$103,608,601

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

168185

Website

Brookstonefinancial.com (opens in new tab)

Phone

(812) 288-9000

Can advise clients in 3 states: Indiana, Kentucky, Louisiana

Other planners in Jeffersonville that publish fees

• Arena Wealth Advisors LLCJeffersonville$300/hr
• Mattix Wealth Management LLCJeffersonville$200/hr, $1,500⁠-⁠$3,500
• PLC Wealth PartnersJeffersonville$2,500⁠-⁠$4,000
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000

Compare all 5 planners in Jeffersonville