Brad Playford
Brad Playford is a CFP-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Clover, SC, with 18 years of industry experience. Brad 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
4609 Charlotte Hwy, Ste 5, Clover, SC, 29710
Get directionsHistory
Regulatory History (1)
Criminal
November 2023Other Business ActivitiesSells Insurance
Brad is an insurance producer, holding licenses to sell health, disability, and life insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Copperleaf Capital, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations6 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
- Colton Strawn, CFPBrookstone Wealth Advisors, LLC
- Ryan Peterson, CFP, ChFCBrookstone Wealth Advisors, LLC
- Charles Thomas, CFPIntrepid Eagle Finance LLC
- Seth Myers, CFPStrategic Advisers LLC
- Philip Corson, CFPBlueprint Financial Advisors
- Amanda Pate, CFP, ChFCSummit Wealth Partners, LLC