Brad Weinberg
W Bradley Wealth Management · Oviedo, Florida
Brad Weinberg is a fee-only financial advisor at W Bradley Wealth Management in Oviedo, Florida, who holds the CFA credential. Brad charges an ongoing planning fee and a flat fee or retainer (ongoing planning from $2,000 a year).
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Facts
| Firm | W Bradley Wealth Management |
|---|---|
| Based in | Oviedo, Florida |
| Fee model | Ongoing planning fee · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $2,000 a year |
| Assets under management | $2.9M across 1 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 7976858 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wbradleywm.com |
How Brad's firm compares
- Ongoing planning starts at $2,000 a year, below the Florida median of $4,200 for fee-only firms that publish prices.
- W Bradley Wealth Management's average account is about $2.9 million, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Brad
Is Brad Weinberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and W Bradley Wealth Management 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 charges an ongoing planning fee and a flat fee or retainer.
How much does Brad charge?
According to W Bradley Wealth Management's website, checked October 30, 2026: ongoing planning from $2,000 a year.
Where is Brad Weinberg based?
Brad Weinberg is based in Oviedo, Florida.
What credentials does Brad Weinberg hold?
Brad Weinberg holds the CFA credential.
Is Brad Weinberg registered with the SEC?
Yes. Brad Weinberg is registered as an investment adviser representative in FL (CRD 7976858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does W Bradley Wealth Management manage?
W Bradley Wealth Management reports $2.9M across 1 accounts in assets under management.
How do I contact Brad Weinberg?
Through Brad's website, www.wbradleywm.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
- W Bradley Wealth Management 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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