Disclosures

About Eberst Wealth Management, Inc.

Eberst Wealth Management, Inc. is a Florida-incorporated independent practice in Boca Raton, Florida, founded by Bruce Eberst in 2008. It operates as the doing-business name for Bruce's wealth-management practice. Eberst Wealth Management, Inc. is a separate entity from LPL Financial and Independent Advisor Alliance.

Affiliation with LPL Financial

Bruce Eberst is a registered representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor and broker-dealer. Member FINRA / SIPC.

Eberst Wealth Management, Inc. and Independent Advisor Alliance are separate entities from LPL Financial.

Compensation

Bruce is compensated through a combination of:

Asset-based advisory fees on managed advisory accounts (paid through LPL Financial)
Commissions on insurance products and certain securities products
One-time planning fees for engagements that don't fit a managed-account structure

Specific fee schedules are disclosed before any engagement begins. Full details are available in LPL Financial's Form ADV Part 2A (firm brochure) and Form CRS (Customer Relationship Summary). These documents are available on LPL Financial's disclosures page and on the Investment Adviser Public Disclosure (IAPD) website maintained by the SEC.

State registrations

Bruce may discuss and/or transact business only with residents of the states in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The current list of states is available on FINRA BrokerCheck. If you are unsure whether Bruce can serve you, please reach out — he will let you know directly.

Important documents

Verify

Verify Bruce Eberst's registration on FINRA BrokerCheck or via the SEC Investment Adviser Public Disclosure system.

Third-party content

Third-party content, links to other sites, articles, or material referenced on this site do not represent the views of LPL Financial. LPL Financial has not reviewed or approved third-party content for accuracy or completeness.

Forward-looking statements

Certain statements on this website — including in essays and quarterly letters — may constitute forward-looking statements based on the author's current views and assumptions, which involve known and unknown risks and uncertainties. Actual results, performance, or events may differ materially from those expressed or implied.

No tax or legal advice

The information on this website is not intended as tax or legal advice. Bruce Eberst, Eberst Wealth Management, Inc., and LPL Financial do not provide tax or legal services. For tax and legal matters, please consult a qualified tax professional or attorney.

Past performance

Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal.

Contact us about disclosures

For questions about any disclosure on this site, please email hello@eberstwealth.com or call (561) 555-0100.

Important information.