# Joshua Brooks > Joshua Brooks is a fee-only financial advisor at Exponential Advisors in Weatherford, Texas, who holds the CFP and M.Div. credentials. Joshua charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning. Page: https://find.wellspent.co/advisors/joshua-brooks/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Exponential Advisors - **Based in:** Weatherford, Texas - **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee - **Fees (firm's website):** ongoing planning from $3,000 a year; 1% a year on the first tier of assets managed - **Accepting new clients:** Yes (firm's website) - **Assets under management (firm):** $19K across 2 accounts - **Credentials:** CFP, M.Div. - **Specialties:** Retirement planning, Tax planning - **Works with:** Retirees, Pre-retirees, Executives - **CRD:** 6631736 (https://adviserinfo.sec.gov/individual/summary/6631736) - **SEC registration:** Investment adviser representative in TX - **Exams passed:** Series 63 (2016) - **Firm size:** 1 employee - **Disclosures:** Reported; see the SEC record - **Website:** https://exponentialadvisors.net ## Frequently asked questions ### Is Joshua Brooks a fee-only financial advisor? Yes. Joshua Brooks is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joshua's firm. ### How does Joshua charge for financial advice? Joshua charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee. ### How much does Joshua charge? According to Exponential Advisors's website, checked October 28, 2026: ongoing planning from $3,000 a year; 1% a year on the first tier of assets managed. ### Where is Joshua Brooks based? Joshua Brooks is based in Weatherford, Texas. ### What does Joshua specialize in? Joshua's specialties include retirement planning and tax planning. Joshua works with retirees, pre-retirees and executives. ### What credentials does Joshua Brooks hold? Joshua Brooks holds the CFP and M.Div. credentials. ### Is Joshua Brooks registered with the SEC? Yes. Joshua Brooks is registered as an investment adviser representative in TX (CRD 6631736), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details. ### How much does Exponential Advisors manage? Exponential Advisors reports $19K across 2 accounts in assets under management. ### How do I contact Joshua Brooks? Through Joshua's website, exponentialadvisors.net. ## Sources - NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52399): NAPFA admits only fee-only advisors - XY Planning Network directory listing: XYPN members are fee-only - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://www.exponentialadvisors.net/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.