Brookstone Wealth Advisors, LLC fees and pricing

Published fees

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

Annual fee

$500/yr

“BWA's fees are set forth in Schedule A to the agreement, whereby the client is charged a fixed fee annual fee for this service, not to exceed $500.”

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

How Brookstone Wealth Advisors, LLC’s fees compare

• Its annual fee of $500 is below the Illinois median of $7,500. None of the 77 other Illinois planners that publish an annual fee charge less.

About Brookstone Wealth Advisors, LLC

• Firm size: 247 employees.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Insurance analysis
• 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

Employees

247

Services reported to regulators

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

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

137658

Website

retirementwealthseminar.com (opens in new tab)

Phone

(630) 653-1400

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Wheaton that publish fees

• Lamke Financial LLCWheaton$190/hr, $3,000⁠-⁠$4,500
• Mckenna Capital, Inc.Wheaton$250⁠-⁠$500/hr, $500⁠-⁠$10,000
• Timothy Financial Counsel, Inc.Wheaton$375/hr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

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