Woodward Financial Advisors (WFA) provides financial planning and investment management services. WFA helps clients define their financial goals and creates strategies to achieve them. WFA is a fee-only firm, meaning it's compensated directly by clients and doesn't receive commissions or referral fees. WFA specializes in comprehensive financial planning, including retirement, investments, estate, college funding, risk assessment, and tax planning.
Assets Under Management$570M
Clients196
Advisors7
Avg. per Client$2.9M
Avg. per Advisor$82M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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