Bryan Ward
ProCore Advisors · Newport Beach, California
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.
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Specialties
Who they serve
- Multi-generational families
- Divorced individuals
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 |
| Assets under management | $143.7M across 467 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4603919 |
| Exams passed | Series 63 (2003) · Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | procoreadvisors.com |
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Tell Bryan a little about what you're looking for. Bryan 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 Bryan
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.
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
- ProCore Advisors 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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