Ricardo Gonzales
Ricardo Gonzales is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Arlington, TX, with 2 years of industry experience. Ricardo 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
1241 W Green Oaks Blvd, Arlington, TX, 76013
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Regulatory History (1)
Financial
February 2024Other Business ActivitiesSells Insurance
Ricardo is an investment advisor representative and provides advisory services. He also works as an insurance agent, a high school teacher, and an independent contractor for Uber, dedicating about 10-20% of his time to each of these activities, and about half his time to teaching.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Gradient Advisors, LLC
Familywealth
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.