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

1942 Exeter Road, Germantown, TN, 38138

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is an independent agent with Brokers Choice of America, an IMO, since May 2023. He dedicates about half his time to selling fixed and fixed indexed annuities through them.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
January 2025 - Present · 1 yr
Previous Registrations
Brookstone Capital Management LLC
January 2025 - January 2025 · 0 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Adam Jay Blain - Financial Advisor | AdvisorDiscover