TrueAdvisor
TrueAdvisor
MW
MW

Mark Willis

Brookstone Wealth Advisors, LLC
9 Years of Experience
St Petersburg, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Mark Willis is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in St Petersburg, FL, with 9 years of industry experience. Mark 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.

Brookstone Wealth Advisors, LLC
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
—
View Full SEC Brochure

Location

11300 4th Street North, Suite 100, St Petersburg, FL, 33716

Get directions

History

Regulatory History (1)
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.
Financial
June 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is involved in insurance sales.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Edward Jones
March 2018 - March 2022 · 4 yrs
Edward JonesBroker
January 2018 - March 2022 · 4 yrs 2 mos
Wells Fargo Advisors, LLCBroker
May 2014 - April 2015 · 11 mos
State Registrations3 states
ALFLGA
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.
More Advisors
More financial advisors in St Petersburg, FL →All financial advisors in Florida →