Adam Ross Shipley

Northwoods Financial Partners LLC

10 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Northwoods Financial Partners LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $3.0M	1.25%
$3.0M - $7.0M	1.00%
$7M+	0.75%

The annual fee is negotiable based upon certain criteria.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2321 Rosecrans Ave, Ste 4220, El Segundo, CA, 90245

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History

Regulatory History (1)

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Customer Dispute

October 2025

Pending

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam holds a fixed insurance license in California and occasionally advises clients on fixed term life insurance and annuities since 2015. He is also a registered representative with Emerson Equity LLC, spending about a quarter of his time on sales and service of brokerage products, and a managing partner at Northwoods Financial Partners, LLC, dedicating about half his time to financial planning and wealth management.