# Matthew Ward

> Matthew Ward is a fee-only financial advisor at New Century Investments in Fort Worth, Texas. Matthew focuses on tax planning, small business owners and retirement planning. New Century Investments reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** New Century Investments
- **Based in:** Fort Worth, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $59M across 205 accounts
- **Specialties:** Tax planning, Small business owners, Retirement planning
- **Works with:** Founders, Retirees
- **CRD:** 7025645 (https://adviserinfo.sec.gov/individual/summary/7025645)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.newcenturyinvestments.com

## Frequently asked questions

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

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

### How does Matthew charge for financial advice?

Matthew's firm, New Century Investments, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Ward based?

Matthew Ward is based in Fort Worth, Texas.

### What does Matthew specialize in?

Matthew's specialties include tax planning, small business owners and retirement planning. Matthew works with founders and retirees.

### Is Matthew Ward registered with the SEC?

Yes. Matthew Ward is registered as an investment adviser representative in TX (CRD 7025645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does New Century Investments manage?

New Century Investments reports $59M across 205 accounts in assets under management.

### How do I contact Matthew Ward?

Through Matthew's website, www.newcenturyinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7025645): 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.newcenturyinvestments.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.