Hunter Woody is a CFP-designated registered investment advisor at Bok Financial Private Wealth, INC., based in Plano, TX, with 11 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management. Their firm serves 733 clients with $3.2B 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% |
| $1M+ | 1.00% |
Fees may be negotiable at the Firm's discretion. Breakpoints apply to relationships exceeding $1 million.
Fee Estimator
Location
5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024
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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 →Other Business Activities
Hunter is the VP of Finance at Woody Contractors, a construction company, since 2022. This activity involves processing year-end financial reports and takes about 10-20% of Hunter's time.
Employment History
Current Registrations
Bok Financial Private Wealth, INC.
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Previous Registrations
Bok Financial Private Wealth, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 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.