# Bradley Ward

> Bradley Ward is a fee-only financial advisor at Asset One in Naples, Florida. Bradley focuses on retirement planning. Asset One reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Asset One
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $982.5M across 3,056 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees, Tech employees
- **CRD:** 6223693 (https://adviserinfo.sec.gov/individual/summary/6223693)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2025), Series 66 (2013)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.assetone.com

## Frequently asked questions

### Is Bradley Ward a fee-only financial advisor?

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

### How does Bradley charge for financial advice?

Bradley's firm, Asset One, reports charging a percentage of assets on its SEC Form ADV.

### Where is Bradley Ward based?

Bradley Ward is based in Naples, Florida.

### What does Bradley specialize in?

Bradley's specialties include retirement planning. Bradley works with retirees, pre-retirees and tech employees.

### Is Bradley Ward registered with the SEC?

Yes. Bradley Ward is registered as an investment adviser representative in FL (CRD 6223693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Asset One manage?

Asset One reports $982.5M across 3,056 accounts in assets under management.

### How do I contact Bradley Ward?

Through Bradley's website, www.assetone.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6223693): 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://www.assetone.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.