Barbara Stewart
Barbara Stewart is a CFP-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in overland park, KS, with 6 years of industry experience. Barbara 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Location
4551 W. 107th St., Suite 310, overland park, KS, 66207
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barbara is the President of AmeriLife Benefits, an employee benefits insurance agency, since 2018. She markets employee benefits and retirement services to plan sponsors of 403(b) and 457 Plans, dedicating full-time hours to this role.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
H&r Block Financial Advisors, INC.
State Registrations3 states
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
More Advisors
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