Scott Sandefur
Scott Sandefur is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Beverly Hills, CA, with 8 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
9595 Wilshire Blvd., 9th Floor, Beverly Hills, CA, 90212
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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
Scott works for Platinum Wealth Advisors, focusing on retirement planning and consulting, dedicating nearly full-time hours. He also works for Platinum Life Financial and Investments as an insurance agent selling life and health insurance products, spending about 10-20% of his time. Finally, Scott is an employee of American Retirement Education Services/Retire123, providing investment education, spending about 10-20% of his time.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Financial Network Investment Corporation
State Registrations1 state
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.