Gina Wells
Gina Wells is a ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Fenton, MI, with 16 years of industry experience. Gina 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
2415 Owen Road, Suite A, Fenton, MI, 48430
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
Gina is the owner of Financial Design Strategies, offering insurance products and investment advisory services since 2021. This activity takes nearly full-time hours.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Global Financial Private Capital, LLC
Partners for Prosperity, LLC
State Registrations2 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
- Noah Morgan, CFPAcorn Wealth Advisors, LLC
- Brice Carter, CFP, ChFCFinancial Strategies Group, INC
- James Kruzan, CFPKaydan Wealth Management, INC.
- Jennifer Slater, CFPKaydan Wealth Management, INC.
- Timothy Fliam, CFPEdward Jones
- Jared Ryan, CFPKaydan Wealth Management, INC.