Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
230 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$200 - $5,000
Hourly Rate:Up to $350/hr

BWA's fees are based on a percentage of assets under management through the BCM Platform or wrap-fee program, not exceeding 2.5% annually. Financial planning is offered at an hourly rate of up to $350 or a fixed fee ranging from $200 to $5,000, depending on complexity. All financial planning fees are negotiable. A minimum account size of $25,000 is generally required for asset management, but it can be waived.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance Planning
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Advisor Information

Office location

1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2025
Pending
Customer Dispute
January 2022
Settled
Other Business ActivitiesSells Insurance

Anita is an agent with All Financial Group since 1999, selling health, life, and fixed annuities. She also works as a financial advisor in wealth management since 1999.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Wealth Watch Advisors, LLC
October 2018 - October 2021 · 3 yrs
Berthel, Fisher & Company Financial Services, INC. Broker
July 2013 - October 2018 · 5 yrs 3 mos
Bfc Planning, INC.
July 2013 - October 2018 · 5 yrs 3 mos
Concorde Investment Services, LLCBroker
August 2011 - August 2013 · 2 yrs
Jonathan Roberts Advisory Group, INC.
April 2008 - September 2011 · 3 yrs 5 mos
J.W. Cole Financial, INC.Broker
April 2008 - September 2011 · 3 yrs 5 mos
Princor Financial Services Corporation
October 2007 - April 2008 · 6 mos
Princor Financial Services Corporation Broker
January 2005 - April 2008 · 3 yrs 3 mos
Park Avenue Securities LLC Broker
September 2004 - December 2004 · 3 mos
Princor Financial Services Corporation Broker
January 2004 - September 2004 · 8 mos
Nylife Securities INC.Broker
May 2002 - January 2004 · 1 yr 8 mos
Washington Square Securities, INC. Broker
December 2001 - March 2002 · 3 mos
State Registrations3 states
FLILWI
Advisor
Exams
No exam information available for this advisor.
Anita Louise Lester - Financial Advisor | AdvisorDiscover