Jacque Lefore
Womack Wealth and Business Management · Portland, Oregon
Jacque Lefore is a fee-only financial advisor at Womack Wealth and Business Management in Portland, Oregon, who holds the CFP credential. Jacque focuses on estate & legacy planning and retirement planning. Womack Wealth and Business Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Womack Wealth and Business Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $406.9M across 601 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OR · CRD 2402769 |
| Exams passed | Series 63 (1993) · Series 65 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.womackwealthmanagement.com |
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Questions about Jacque
Is Jacque Lefore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacque holds no broker registration, and Womack Wealth and Business Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacque charge for financial advice?
Jacque's firm, Womack Wealth and Business Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Jacque charge?
According to Womack Wealth and Business Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Jacque Lefore based?
Jacque Lefore is based in Portland, Oregon.
What does Jacque specialize in?
Jacque's specialties include estate & legacy planning and retirement planning. Jacque works with ultra high net worth, multi-generational families and founders.
What credentials does Jacque Lefore hold?
Jacque Lefore holds the CFP credential.
Is Jacque Lefore registered with the SEC?
Yes. Jacque Lefore is registered as an investment adviser representative in CA and OR (CRD 2402769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Womack Wealth and Business Management manage?
Womack Wealth and Business Management reports $406.9M across 601 accounts in assets under management.
How do I contact Jacque Lefore?
Through Jacque's website, www.womackwealthmanagement.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
- Womack Wealth and Business Management 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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