George Barrett
Woodward Financial Advisors · Chapel Hill, North Carolina
George Barrett 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 8060832 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.woodwardadvisors.com |
How George'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 George
Is George Barrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George 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 George charge for financial advice?
George's firm, Woodward Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Barrett based?
George Barrett is based in Chapel Hill, North Carolina.
What credentials does George Barrett hold?
George Barrett holds the CFP credential.
Is George Barrett registered with the SEC?
Yes. George Barrett is registered as an investment adviser representative in NC (CRD 8060832), 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 George Barrett?
Through George'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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