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ChFC

Michael Morgan

Brookstone Wealth Advisors, LLC
42 Years of Experience
Bedford, TX
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Michael Morgan is a ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Bedford, TX, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.

Brookstone Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
241 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1600 Airport Freeway, Suite 205, Bedford, TX, 76022

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History

Regulatory History (1)
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.
Employment Separation After Allegations
October 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is an independent insurance agent doing business as Total Benefit Services, selling fixed insurance products since 2011, taking about half of his time. He also works as an instructor for the Council of Financial Education, conducting investment-related workshops and seminars, dedicating about 10-20% of his time.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Corecap Investments, LLCBroker
November 2019 - June 2023 · 3 yrs 7 mos
Corecap Advisors
November 2019 - June 2023 · 3 yrs 7 mos
World Equity Group, INC.Broker
June 2019 - November 2019 · 5 mos
Triumph Wealth Advisors, INC.
April 2015 - December 2019 · 4 yrs 8 mos
Taylor Capital Management INC.Broker
March 2015 - July 2019 · 4 yrs 4 mos
Brokers International Financial Services, LLC.Broker
July 2011 - October 2014 · 3 yrs 3 mos
Brokers Financial
July 2011 - October 2014 · 3 yrs 3 mos
H. Beck, INC.
May 2008 - July 2011 · 3 yrs 2 mos
H. Beck, INC.Broker
August 2007 - July 2011 · 3 yrs 11 mos
Brokers International Financial Services, LLC
August 2007 - August 2007 · 0 mos
Brokers International Financial Services, LLC.Broker
July 2007 - August 2007 · 1 mo
Legacy Financial Services, INC.Broker
March 2006 - July 2007 · 1 yr 4 mos
Tower Square Securities, INC.Broker
October 2002 - March 2006 · 3 yrs 5 mos
New England SecuritiesBroker
April 1996 - September 1999 · 3 yrs 5 mos
Ing Financial Advisers, LLCBroker
October 1993 - October 2002 · 9 yrs
Advantage Capital CorporationBroker
March 1985 - October 1988 · 3 yrs 7 mos
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - October 1993 · 10 yrs 4 mos
State Registrations2 states
NMTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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