# Brad Metz

> Brad Metz is a fee-only financial advisor at Ark Advisors in Bloomington, Illinois, who holds the ChFC credential. Brad focuses on retirement planning, estate & legacy planning and small business owners. Ark Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brad-metz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ark Advisors
- **Based in:** Bloomington, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $195.6M across 1,059 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Founders
- **CRD:** 3037176 (https://adviserinfo.sec.gov/individual/summary/3037176)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (2006), Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.arkadvisorsllc.com/

## Frequently asked questions

### Is Brad Metz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and Ark Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brad charge for financial advice?

Brad's firm, Ark Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brad Metz based?

Brad Metz is based in Bloomington, Illinois.

### What does Brad specialize in?

Brad's specialties include retirement planning, estate & legacy planning and small business owners. Brad works with retirees and founders.

### What credentials does Brad Metz hold?

Brad Metz holds the ChFC credential.

### Is Brad Metz registered with the SEC?

Yes. Brad Metz is registered as an investment adviser representative in IL and TX (CRD 3037176), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ark Advisors manage?

Ark Advisors reports $195.6M across 1,059 accounts in assets under management.

### How do I contact Brad Metz?

Through Brad's website, www.arkadvisorsllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3037176): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://arkadvisorsllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.