Wootton Financial Group INC

Assets Under Management

$135.3M

Number of Clients

318

Number of Advisors

2

Average Client AUM

$426K

AUM per Advisor

$67.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Game Plan Advisors provides financial planning, investment management, and investment consultation services. They review client's financial situations to assess investment needs and manage flexible portfolios. They also offer 401(k) advisory services and financial planning advice on income, estate, college, retirement, tax, and insurance planning.

Fee Structure

Minimum Investment:$25K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Location

Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX, 77304

2 Advisors at this firm