AW
AW

Adin Cole Ward

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
6,720 clients
Average Client Portfolio
$302K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
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Location

15443 Knoll Trail Dr, Suite 110, Dallas, TX, 75248

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adin works as a financial advisor at GS Wealth Management, advising clients on investments. This activity takes up his full-time work hours.

Employment History
Current Registrations
Bfc Planning, INC.
January 2025 - Present · 1 yr 1 mo
Berthel, Fisher & Company Financial Services, INC.Broker
November 2024 - Present · 1 yr 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adin Cole Ward - Financial Advisor | TrueAdvisor