Dale Woodward
DW Financial · Anaheim, California
Dale Woodward is a fee-only financial advisor at DW Financial in Anaheim, California, who holds the CFP credential. Dale charges a percentage of assets and hourly fees ($225 an hour and 0.75%–1.95% a year of assets managed) and focuses on tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | DW Financial |
|---|---|
| Based in | Anaheim, California |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $225 an hour · 0.75%–1.95% a year of assets managed |
| Assets under management | $48.0M across 103 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5039086 |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | dwfinancialinc.com |
| Profile |
How Dale's firm compares
- The hourly rate is $225, below the California median of $300 for fee-only firms that publish prices.
- DW Financial's average account is about $466,000, from its Form ADV (assets managed divided by 103 accounts).
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Questions about Dale
Is Dale Woodward a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dale holds no broker registration, and DW Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dale charge for financial advice?
Dale charges a percentage of assets and hourly fees.
How much does Dale charge?
According to DW Financial's website, checked October 30, 2026: $225 an hour; 0.75%–1.95% a year of assets managed.
Where is Dale Woodward based?
Dale Woodward is based in Anaheim, California.
What does Dale specialize in?
Dale's specialties include tax planning and estate & legacy planning.
What credentials does Dale Woodward hold?
Dale Woodward holds the CFP credential.
Is Dale Woodward registered with the SEC?
Yes. Dale Woodward is registered as an investment adviser representative in CA (CRD 5039086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does DW Financial manage?
DW Financial reports $48.0M across 103 accounts in assets under management.
How do I contact Dale Woodward?
Through Dale's website, dwfinancialinc.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
- DW Financial 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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