Firm
W Bradley Wealth Management
Oviedo, Florida
Fee-only
W Bradley Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 1 individual clients.
- Its average account is about $2.9 million (assets it manages divided by its 1 accounts).
- Its ongoing planning fee starts at $2,000 a year, below the Florida median of $4,200.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Oviedo, Florida |
|---|---|
| Website | wbradleywm.com |
| Phone | (401) 374-9646 |
W Bradley Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,000 a year |
|---|---|
| How it charges | Ongoing planning fee · Flat fee |
In the firm's words
"Quarterly Review $2,000 per year" source
"Comprehensive Planning and Investment Management $5,000 to $20,000 per year" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 1 |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 333063 |