WW
CFP · ChFC
WW
CFP · ChFC

William Oliver Woody

55 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
4,970 clients
Average Client Portfolio
$197K average
Assets Under Management
$978.7M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M2.00%
$5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2833B E. Battlefield Road, Suite 112, Springfield, MO, 65804

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

William is the President of William O. Woody & Associates, LLC, focusing on employee benefits and fixed life products, dedicating minimal time. He also works with Stovall Woody on employer benefits and various outside insurance companies, spending a few hours per week, and is an insurance agent for Ash Brokerage, focusing on life insurance, dedicating about 10-20% of his time.

Employment History
Current Registrations
Summit Wealth Strategies
February 2016 - Present · 10 yrs
Previous Registrations
AXA Advisors, LLC
March 1999 - February 2016 · 16 yrs 11 mos
AXA Advisors, LLCBroker
October 1980 - February 2016 · 35 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1970 - January 2000 · 29 yrs 9 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
William Oliver Woody - Financial Advisor | TrueAdvisor