Joan Woodard
Woodard & Company Asset Management Group · Bermuda Run, North Carolina
Joan Woodard is a fee-only financial advisor at Woodard & Company Asset Management Group in Bermuda Run, North Carolina. Joan charges a percentage of assets (1% a year on the first tier of assets managed and a $250,000 asset minimum) and focuses on retirement planning and family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Woodard & Company Asset Management Group |
|---|---|
| Based in | Bermuda Run, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.17B across 1,832 accounts |
| SEC registration | Investment adviser representative in CO, FL, GA, NC, SC, TX, VA · CRD 2541045 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wcamg.com |
| Profile |
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Questions about Joan
Is Joan Woodard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joan holds no broker registration, and Woodard & Company Asset Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joan charge for financial advice?
Joan charges a percentage of assets.
How much does Joan charge?
According to Woodard & Company Asset Management Group's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $250,000 asset minimum.
Where is Joan Woodard based?
Joan Woodard is based in Bermuda Run, North Carolina.
What does Joan specialize in?
Joan's specialties include retirement planning and family wealth transfer. Joan works with multi-generational families.
Is Joan Woodard registered with the SEC?
Yes. Joan Woodard is registered as an investment adviser representative in CO, FL, GA, NC, SC, TX and VA (CRD 2541045), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Woodard & Company Asset Management Group manage?
Woodard & Company Asset Management Group reports $1.17B across 1,832 accounts in assets under management.
How do I contact Joan Woodard?
Through Joan's website, www.wcamg.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
- Woodard & Company Asset Management Group 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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