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Ryan Cowley

2 Years of Experience
Fort Worth, TX
2 DisclosuresSells Insurance

Ryan Cowley is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Fort Worth, TX, with 2 years of industry experience. Ryan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
242 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
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Location

1200 Summit Ave., Ste. 710, Fort Worth, TX, 76102

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History

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
May 2018
Settled
Customer Dispute
May 2014
Settled
Other Business ActivitiesSells Insurance

Ryan is the President of Cowley Financial Group, marketing, selling, and servicing life and annuity insurance since 2006. This activity takes about a quarter of his time.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
February 2024 - Present · 2 yrs 8 mos
State Registrations1 state
TX
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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