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Rebecca Beatty

Brookstone Wealth Advisors, LLC
3 Years of Experience
Springfield, IL
1 Disclosure
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Rebecca Beatty is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Springfield, IL, with 3 years of industry experience. Rebecca 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
—
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Location

Springfield, IL

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History

Regulatory History (1)
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Criminal
October 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Shankland Financial Advisors, LLC
February 2023 - May 2025 · 2 yrs 3 mos
State Registrations7 states
CAIAILMONCPASC
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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