Joseph Brooks
Sapere Wealth Management · Matthews, North Carolina
Joseph Brooks is a fee-only financial advisor at Sapere Wealth Management in Matthews, North Carolina, who holds the CFP credential. Sapere Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sapere Wealth Management |
|---|---|
| Based in | Matthews, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $604.8M across 240 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 2664035 |
| Exams passed | Series 63 (2000) · Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sapere.com |
How Joseph's firm compares
- Sapere Wealth Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 240 accounts).
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Questions about Joseph
Is Joseph Brooks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Sapere Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Sapere Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Brooks based?
Joseph Brooks is based in Matthews, North Carolina.
What credentials does Joseph Brooks hold?
Joseph Brooks holds the CFP credential.
Is Joseph Brooks registered with the SEC?
Yes. Joseph Brooks is registered as an investment adviser representative in NC (CRD 2664035), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sapere Wealth Management manage?
Sapere Wealth Management reports $604.8M across 240 accounts in assets under management.
How do I contact Joseph Brooks?
Through Joseph's website, www.sapere.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
- 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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