About WOMACK INVESTMENT ADVISERS, INC.
Womack Investment Advisers, Inc. is a highly reputable financial planning and investment management firm that specializes in providing comprehensive wealth management services to individuals, families, and business owners. Founded in 2003 and headquartered in Atlanta, Georgia, the firm has been dedicated to helping clients achieve their financial goals and build a more secure financial future for over 17 years.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to meet individual client needs
- Has a team of experienced advisors with extensive knowledge and expertise
- Utilizes a disciplined investment approach to create customized portfolios
- Offers ongoing support and guidance to help clients navigate the ever-changing financial landscape
Facts and Insights
Womack Investment Advisers, Inc. has over $1.5 billion in assets under management and a team of highly qualified advisors who have an average of 20 years of industry experience. The firm has a strong track record of delivering excellent results to their clients and has been regularly recognized as one of the top financial advisory firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2003 | $1.5 billion | 15 |
Financial Services Offered
Womack Investment Advisers, Inc. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
- Education planning
- Charitable giving strategies
Client Types
The firm serves a wide range of clients including high-net-worth individuals, families, and business owners. They also have extensive experience working with professionals in the medical, legal, and dental fields.
Fees & Compensation
Womack Investment Advisers, Inc. charges a fee based on a percentage of assets under management, which is typically 1% for accounts under $1 million. The firm believes in a transparent fee structure and does not have any hidden fees or commissions.
Background
The founder and CEO of Womack Investment Advisers, Inc., John Womack, CFP®, has over 30 years of experience in the financial services industry. He is supported by a team of highly qualified advisors who have extensive knowledge and expertise in all aspects of financial planning and investment management.
Financial Advisor Disclosures to Know
Womack Investment Advisers, Inc. is a fee-only registered investment advisor (RIA) and is held to the highest fiduciary standard. This means that they are legally obligated to always act in the best interest of their clients. The firm also has a clean record with no disciplinary actions or conflicts of interest to report.