Advisor at New Century Partners-The No-Load Group, Inc.
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Firm
New Century Partners-The No-Load Group, Inc.
Location
Fort Worth, TX 76179
Credentials
Series 65
Industry experience
7 years
Matthew Ward is a financial advisor at New Century Partners – The No-Load Group, Inc. in Fort Worth, TX. He holds a Series 65 designation and has seven years of industry experience, including two years at CSAA Insurance Group prior to joining his current firm in 2018. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, operates on a fee-only basis, and integrates tax planning through an affiliation with a certified public accountant.
Based on New Century Partners-The No-Load Group, Inc.
Based on New Century Partners-The No-Load Group, Inc.
$0 - $250,000: 1.0%-1.5% $250,001 - $500,000: 1.0%-1.4% $500,001 - $1,000,000: 1.0%-1.25% $1,000,001 - $3,000,000: 1.0% $3,000,001 - $5,000,000: 0.8%-1.0% $5,000,001+: 0.75%-1.0%
Financial planning services billed starting at usually $250 per hour, negotiable.
Account minimum: $250,000 Fee-only: Management fees based on assets under management, negotiable, billed quarterly in arrears; no commissions.
5740 Boat Club Rd, Ste 100
Fort Worth, TX 76179
Texas
New Century Partners - The No Load Group, Inc.
2018 - Present (8 years)
CSAA Insurance Group
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
CFP®, Series 66
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