# Bryan Ward

> Bryan Ward is a fee-only financial advisor at ProCore Advisors in Newport Beach, California, who holds the CFP credential. Bryan charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 0.75%–1.25% a year of assets managed) and focuses on retirement planning, family wealth transfer and divorce financial planning.

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

## Facts

- **Firm:** ProCore Advisors
- **Based in:** Newport Beach, California
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $500; 0.75%–1.25% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $143.7M across 467 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer, Divorce financial planning, Small business owners
- **Works with:** Multi-generational families, Divorced individuals
- **CRD:** 4603919 (https://adviserinfo.sec.gov/individual/summary/4603919)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2003), Series 65 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://procoreadvisors.com

## Frequently asked questions

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

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

### How does Bryan charge for financial advice?

Bryan charges a percentage of assets and a one-time planning fee.

### How much does Bryan charge?

According to ProCore Advisors's website, checked October 30, 2026: one-time plans from $500; 0.75%–1.25% a year of assets managed.

### Where is Bryan Ward based?

Bryan Ward is based in Newport Beach, California.

### What does Bryan specialize in?

Bryan's specialties include retirement planning, family wealth transfer, divorce financial planning and small business owners. Bryan works with multi-generational families and divorced individuals.

### What credentials does Bryan Ward hold?

Bryan Ward holds the CFP credential.

### Is Bryan Ward registered with the SEC?

Yes. Bryan Ward is registered as an investment adviser representative in CA (CRD 4603919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ProCore Advisors manage?

ProCore Advisors reports $143.7M across 467 accounts in assets under management.

### How do I contact Bryan Ward?

Through Bryan's website, procoreadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4603919): 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.procoreadvisors.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.