New Century Partners-The No-Load Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Century Partners – The No‑Load Group advises individuals and small businesses, with a client base that is primarily non‑high‑net‑worth, offering discretionary portfolio management and comprehensive financial planning services such as retirement, estate, tax, education, and cash/debt planning. The firm operates on a fee‑only basis and generally prefers clients with account sizes around $250,000, though minimums can be negotiated.
The firm’s investment approach emphasizes diversified allocations to no‑load mutual funds and ETFs selected for established track records, with asset allocation between stocks and bonds set according to each client’s risk tolerance; the adviser discourages frequent trading and avoids concentrated or high‑volatility sector funds. Management is discretionary, fees are asset‑based rather than performance‑linked, and clients’ assets are held with an independent custodian.
Distinctive for a small advisory practice, New Century Partners has an affiliation with a practicing certified public accountant and its principals hold accounting and financial planning credentials, which supports integrated tax planning and preparation alongside investment advice. The firm has been in business since 1995 and manages about $59 million for roughly 205 clients, reflecting a long‑standing, modestly sized practice that emphasizes no‑load fund strategies rather than serving high‑net‑worth or institutional mandates.
Client services
Expertise
Fee options
$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.
Main office
5740 Boat Club Rd, Ste 100
Fort Worth TX 76179
Advisors at this office
3
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andrea W
Fort Worth, TX
New Century Partners-The No-Load Group, Inc.
Andrea Ward is a financial advisor with New Century Partners–The No-Load Group, Inc. in Fort Worth, TX, holding over 22 years of industry experience. She has been with New Century Partners since 1995 and also owns an accounting and tax practice, providing services part-time since 1990. Andrea is a certified public accountant (CPA). New Century Partners advises individuals and small businesses, primarily those who are not high-net-worth, offering discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with a focus on integrated tax planning supported by its principals’ accounting credentials.
Joe F
Series 65
Fort Worth, TX
New Century Partners-The No-Load Group, Inc.
Joe Fletcher is a financial advisor with New Century Partners–The No-Load Group, Inc. He holds a Series 65 designation and has 16 years of industry experience. Fletcher has been with New Century Partners since 1995 and also operates Fletcher Tax Service, which he has managed since 1972. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with a focus on risk-appropriate asset allocation and integrated tax planning through its affiliation with a practicing CPA.
Matthew W
Series 65
Fort Worth, TX
New Century Partners-The No-Load Group, Inc.
Matthew Ward is a financial advisor with 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, offering discretionary portfolio management and comprehensive financial planning services on a fee-only basis. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, tailoring asset allocation to clients’ risk tolerance while discouraging frequent trading.
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