Ward Brooks
API Financial Advisors · Rockledge, Florida
Ward Brooks is a fee-only financial advisor at API Financial Advisors in Rockledge, Florida. API Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | API Financial Advisors |
|---|---|
| Based in | Rockledge, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $84.7M across 696 accounts |
| SEC registration | Investment adviser representative in MO · CRD 6232679 |
| Exams passed | Series 66 (2013) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | apifinancialadvisors.com |
How Ward's firm compares
- API Financial Advisors's average account is about $122,000, from its Form ADV (assets managed divided by 696 accounts).
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Questions about Ward
Is Ward Brooks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ward holds no broker registration, and API Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ward charge for financial advice?
Ward's firm, API Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ward Brooks based?
Ward Brooks is based in Rockledge, Florida.
Is Ward Brooks registered with the SEC?
Yes. Ward Brooks is registered as an investment adviser representative in MO (CRD 6232679), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does API Financial Advisors manage?
API Financial Advisors reports $84.7M across 696 accounts in assets under management.
How do I contact Ward Brooks?
Through Ward's website, apifinancialadvisors.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
- API Financial Advisors 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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