Matthew Ward
New Century Investments · Fort Worth, Texas
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.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | New Century Investments |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $59M across 205 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7025645 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.newcenturyinvestments.com |
| Profile |
How Matthew's firm compares
- New Century Investments's average account is about $288,000, from its Form ADV (assets managed divided by 205 accounts).
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Questions about Matthew
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.
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
- New Century Investments 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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