Andrea Ward
New Century Investments · Fort Worth, Texas
Andrea Ward is a fee-only financial advisor at New Century Investments in Fort Worth, Texas. Andrea focuses on tax planning, small business owners and retirement planning. New Century Investments reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | New Century Investments |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $59M across 205 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2677218 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.newcenturyinvestments.com |
How Andrea's firm compares
- New Century Investments's average account is about $288,000, from its Form ADV (assets managed divided by 205 accounts).
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Questions about Andrea
Is Andrea Ward a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrea holds no broker registration, and New Century Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrea charge for financial advice?
Andrea's firm, New Century Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Andrea Ward based?
Andrea Ward is based in Fort Worth, Texas.
What does Andrea specialize in?
Andrea's specialties include tax planning, small business owners and retirement planning. Andrea works with founders and retirees.
Is Andrea Ward registered with the SEC?
Yes. Andrea Ward is registered as an investment adviser representative in TX (CRD 2677218), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Century Investments manage?
New Century Investments reports $59M across 205 accounts in assets under management.
How do I contact Andrea Ward?
Through Andrea's website, www.newcenturyinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- New Century Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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