Ronald Cook
Ronald Cook is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Plainville, MA, with 11 years of industry experience. Ronald 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
9 Wilkins Dr., Plainville, MA, 02762
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
Ronald independently sells insurance, annuities, and life insurance through Cook Tax & Retirement Services, dedicating full-time hours to this activity. He also owns Retirement Insurance Partners, selling Medicare supplements and Medicare Advantage plans, dedicating a few hours per week, and is a partial owner and educator for Retirement Money School, dedicating about 10-20% of his time.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Royal Fund Management, LLC
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.