Registration & Fiduciary Status
Exponential Advisors LLC is a fee-only investment adviser registered with the Texas State Securities Board (CRD #333416). Registration does not imply a certain level of skill or training. As a registered investment adviser, we are a fiduciary and are legally obligated to act in your best interest at all times under the Investment Advisers Act of 1940. We do not sell financial products, earn commissions, or receive revenue-sharing payments from fund companies. Our compensation comes exclusively from the fees our clients pay us directly.
General Disclaimer
The information provided on this website and in our communications is for informational and educational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any securities. The information contained herein is based on sources believed to be reliable, but its accuracy and completeness are not guaranteed. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Projections and forecasts are hypothetical and based on assumptions that may not occur. Exponential Advisors LLC does not provide tax or legal advice. Consult your financial adviser, tax professional, or attorney before making financial decisions.
Educational Content
Personalized investment advice is provided only after a written investment advisory agreement is in place between the client and Exponential Advisors LLC. Nothing on this site should be construed as personalized investment, tax, legal, or financial advice.
Military & Veteran Benefits
Educational content regarding military benefits is provided for informational purposes only and does not constitute personalized financial, legal, or benefits advice. Military benefits, including TSP, VA disability compensation, SBP, VGLI, and related programs, are governed by federal law and regulations that change periodically. Eligibility and benefit amounts are determined by the applicable federal agency. Consult the Department of Veterans Affairs, the Defense Finance and Accounting Service (DFAS), or a certified veterans service organization for benefits-specific questions.
CFP® Certification
Joshua Brooks is a CERTIFIED FINANCIAL PLANNER™ professional. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Form ADV
Additional information about Exponential Advisors LLC, including our Form ADV Part 2A brochure and Part 2B brochure supplement, is available on the Investment Adviser Public Disclosure website at adviserinfo.sec.gov under CRD #333416, or upon request.
Contact
Exponential Advisors LLC
Weatherford, Texas
josh@exponentialadvisors.net
(682) 239-8268