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Financial Planning
How will I benefit?
What can I expect?
What will it cost?
What are some reasons your clients have sought out a financial planner?
What will it cost?
Woodward Financial Advisors charges a flat annual fee that provides for the most objective and unbiased relationship. The charge for our retainer services is based upon several factors, including the value of assets under our advisement, the client's net worth, and the relative complexity of each client's situation. Our minimum fee is $2,500/quarter. This fee includes all of our financial planning advice as well as the management of your portfolio. We regard this fee as your investment in securing the sound financial stewardship of your assets.

We do not accept commissions or referral fees, nor do we have any financial interest in your choosing any particular custodian or location for your money. Our compensation comes from our fees only, and solely for the advice and services we provide.