Bradley Ward
Asset One · Naples, Florida
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.
Request an introduction to Bradley →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
Facts
| Firm | Asset One |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $982.5M across 3,056 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6223693 |
| Exams passed | Series 65 (2025) · Series 66 (2013) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.assetone.com |
Request an introduction to Bradley
Tell Bradley a little about what you're looking for. Bradley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bradley
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.
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
- Asset One 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.
See something wrong? Request a correction. Read our methodology.