Courtney Cubbin
Woodward Financial Advisors · Chapel Hill, North Carolina
Courtney Cubbin is a fee-only financial advisor at Woodward Financial Advisors in Chapel Hill, North Carolina, who holds the CFP credential. Woodward Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Woodward Financial Advisors |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $641.5M across 1,084 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 8199449 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.woodwardadvisors.com |
How Courtney's firm compares
- Woodward Financial Advisors's average account is about $592,000, from its Form ADV (assets managed divided by 1,084 accounts).
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Questions about Courtney
Is Courtney Cubbin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and Woodward Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Courtney charge for financial advice?
Courtney's firm, Woodward Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Courtney Cubbin based?
Courtney Cubbin is based in Chapel Hill, North Carolina.
What credentials does Courtney Cubbin hold?
Courtney Cubbin holds the CFP credential.
Is Courtney Cubbin registered with the SEC?
Yes. Courtney Cubbin is registered as an investment adviser representative in NC (CRD 8199449), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Woodward Financial Advisors manage?
Woodward Financial Advisors reports $641.5M across 1,084 accounts in assets under management.
How do I contact Courtney Cubbin?
Through Courtney's website, www.woodwardadvisors.com.
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
- 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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