Noel Woolverton is a CFP-designated registered investment advisor at Traditions Wealth Advisors, LLC., based in College Station, TX, with 23 years of industry experience. Noel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 65 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Full-time employees and family members of full-time employees will not be subject to a management fee.
Fee Estimator
Location
2700 Earl Rudder Frwy S., Suite 2600, College Station, TX, 77845-5037
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Traditions Wealth Advisors, LLC.
Previous Registrations
Carter Advisory Services, INC
Raymond James Financial Services
State Registrations1 state
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