Joshua Brooks
Exponential Advisors · Weatherford, Texas
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.
Request an introduction to Joshua →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
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 |
| Assets under management | $19K across 2 accounts |
| Credentials | CFP · M.Div. |
| SEC registration | Investment adviser representative in TX · CRD 6631736 |
| Exams passed | Series 63 (2016) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | exponentialadvisors.net |
| Profile |
How Joshua's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Texas median of $3,000 for fee-only firms that publish prices.
Request an introduction to Joshua
Tell Joshua a little about what you're looking for. Joshua 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 Joshua
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Weatherford
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Exponential Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.