A complete list of active advisors currently associated with W Bradley Wealth Management LLC
Warmer can help you find a great advisor at W Bradley Wealth Management LLC or one who fits your needs even better.
W Bradley Wealth Management is a newly registered investment adviser that offers financial planning and investment management to individuals, high‑net‑worth individuals, corporations and other businesses, and may assist institutional clients with portfolio review and committee structure. As of this disclosure the firm reports no assets under management and operates with a single managing member. The firm primarily follows a passive, asset‑class approach, constructing portfolios from index mutual funds and ETFs to manage correlation, risk and return, with ongoing monitoring and quarterly reviews and custodial account statements provided directly to clients. For financial planning it offers one‑time, ongoing subscription, or hourly billing, and for investment management it generally uses flat, negotiated fees rather than percentage‑of‑AUM or performance‑based compensation. Distinctive features relative to peers include the firm's atypical fee practices for an investment manager—specifically offering hourly billing for planning and flat negotiated management fees in lieu of the more common AUM percentage model—and its stated policy of not accepting performance‑based fees. The brochure also documents operational details such as itemized invoices when fees are deducted, annual summaries of material changes, and the principal’s concurrent, limited‑time role managing inactive private funds tied to a digital health accelerator.
To learn more about the advisors currently working at W Bradley Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oviedo, FL
| 1
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")