Trent Woodcock
Trent Woodcock is a CFP-designated registered investment advisor at Adamsbrown Wealth Consultants LLC, based in McPherson, KS, with 10 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,943 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdamsBrown's wealth management fees are based on the value of your investments and range from 0.50% to 1.525% per year, paid quarterly. The exact fee depends on the complexity of your situation, whether you use financial planning services, the amount of assets managed, and your overall relationship with AdamsBrown. Fees may be negotiable.
Location
200 S Main St, McPherson, KS, 67460
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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 ActivitiesSells Insurance
Trent is an insurance agent advisor to clients through Adams Brown Wealth Consultants, LLC, selling term, variable, and whole life insurance, including long-term care insurance. This activity is nearly full-time.
Employment History
Current Registrations
Adamsbrown Wealth Consultants LLC
Previous Registrations
Private Client Services, LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.