Wooward Financial Advisors Our Team   |   FAQs   |   Helpful Links   |   Contact Us
HomeCore ValuesFinancial PlanningWealth ManagementSpecific IssuesHow To Begin
Wealth Management
The Process
Comprehensive Services
Is it for me?
Important Distinctions
What is my investment in your services?


Woodward Financial Advisors charges a flat fee that provides for the most objective and unbiased relationship. The charge for our 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.