Brookstone Wealth Advisors, LLC

Investment Advisor
in Berwyn, PA

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About this Advisor

Nicholas Bunio is a certified financial planner operating in Berwyn, Pennsylvania with a total of 4 years of relevant experience. Bunio is currently employed by Brookstone Wealth Advisors, LLC. The advisor has gained experience at Valley Forge Consulting, Ellis Investment Partners, LLC, Penn State University, Creative Financial Group, Cardinal Wealth Group, Retirement Wealth Advisors, Bunio Consulting, Adult Financial Education Service and American Retirement Institute. Bunio holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Pennsylvania. Brookstone Wealth Advisors, LLC is an advisory firm that has its headquarters in Wheaton, IL. The investment advisory business has offices in 172 locations and a total of 198 employees. The advisory firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually are based on which services the firm provides the client. Fees billed by Brookstone Wealth Advisors, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1055 Westlakes Drive #300
Berwyn, PA 19312

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees


PA Average: 44

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Nicholas Bunio Work History

Nicholas has been registered as a financial advisor for 4 years.*

2019 - Present (4 years)

Retirement Wealth Advisors

2019 - Present (4 years)

Bunio Consulting

2019 - Present (4 years)

Adult Financial Education Service

2019 - Present (4 years)

American Retirement Institute

2018 - 2018 (< 1 year)

Creative Financial Group

2018 - 2020 (2 years)

Cardinal Wealth Group

2017 - 2018 (1 year)

Ellis Investment Partners, LLC

2015 - 2018 (3 years)

Valley Forge Consulting

2013 - 2015 (2 years)

Penn State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Nicholas Bunio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookstone Wealth Advisors, LLC

Eric Johnson
Atlanta, GA
Paul Yoon
Rio Grande, PR
Nicholas Bunio
Berwyn, PA
John Newell
The Villages, FL
Karyn Rowe
Yakima, WA
Barry Rutten
Kirkland, WA
Frank Hicks
Johns Creek, GA
Leslie Verkuilen
Neenah, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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