Gregory Womack
Gregory Womack is a registered investment advisor at Womack Investment Advisers, INC, based in Edmond, OK, with 37 years of industry experience. Gregory 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 3 more. Their firm serves 167 clients with $76M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 0.65% |
Fee Estimator
Location
1366 E 15th St, Edmond, OK, 73013
Get directionsHistory
Regulatory History (2)
Regulatory
September 2022Civil
August 2022Other Business ActivitiesSells Insurance
Gregory is involved in several business activities, including insurance sales through Womack Advisers, LLC, which takes a few hours per week. He also manages commercial real estate, consulting firms, a publishing company, solar power development, ranches/lodges, and mineral interests, each requiring minimal time or no additional time commitment.
Employment History
Current Registrations
Womack Investment Advisers, INC
Previous Registrations
Trinity Capital Asset Advisors, LLC
Trinity Capital Asset Advisors, LLC
Cambridge Investment Research, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.