Brian Woods
Woods Financial Services · Towson, Maryland
Brian Woods is a fee-only financial advisor at Woods Financial Services in Towson, Maryland. Brian charges an ongoing planning fee (ongoing planning from $3,600 a year) and focuses on tax planning, small business owners and founders (pre-exit).
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Specialties
Who they serve
- Founders
Facts
| Firm | Woods Financial Services |
|---|---|
| Based in | Towson, Maryland |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,600 a year |
| Accepting new clients | Yes |
| Assets under management | $27.2M across 57 accounts |
| SEC registration | Investment adviser representative in MD · CRD 2411534 |
| Exams passed | Series 63 (1997) · Series 65 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | woodscpa.net |
| Profile |
How Brian's firm compares
- Ongoing planning starts at $3,600 a year, in line with the Maryland median of $3,800 for fee-only firms that publish prices.
- Woods Financial Services's average account is about $477,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Brian
Is Brian Woods a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Woods Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges an ongoing planning fee.
How much does Brian charge?
According to Woods Financial Services's website, checked October 30, 2026: ongoing planning from $3,600 a year.
Where is Brian Woods based?
Brian Woods is based in Towson, Maryland.
What does Brian specialize in?
Brian's specialties include tax planning, small business owners and founders (pre-exit). Brian works with founders.
Is Brian Woods registered with the SEC?
Yes. Brian Woods is registered as an investment adviser representative in MD (CRD 2411534), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Woods Financial Services manage?
Woods Financial Services reports $27.2M across 57 accounts in assets under management.
How do I contact Brian Woods?
Through Brian's website, woodscpa.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Woods Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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