Josh Womack
Your personal wealth manager, advising on and managing both public and private investments.
Womack Financial · Dallas, Texas
Josh Womack is a fee-only financial advisor at Womack Financial in Dallas, Texas. Josh charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on crypto & digital assets, real estate investors and small business owners.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Multi-generational families
- Pre-retirees
- Retirees
- Real estate investors
- Cross-border families
About
Independent Investment Management: We provide independent financial advice for both public and private investments, conduct due diligence, and manage investments on behalf of our clients. We are fiduciary and fee-only advisors (as in, we have no "products" to sell), which allows us to focus on one thing - our clients.
• Investment Management for Individuals, Family Offices, and Small Businesses • Sourcing and Due Diligence for Private Investments
Services
- 401(k) & IRA Management
- Asset Allocation
- College/Education Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Tax Strategy
- Wealth Management
- Alternative Investments
- Charitable Giving
- ESG/Impact Investing
- Family Office Services
- Financial Advice & Coaching
- Portfolio Management
- Stock Option Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
- Cash Flow Planning
- Estate Planning
- Life Transition Planning
Facts
| Firm | Womack Financial |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $100M - $500M |
| Firm founded | 2011 |
| Firm size | 2 - 5 employees |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in TX · CRD 5729091 |
| Exams passed | Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.womackfinancial.com |
| Profile |
Request an introduction to Josh
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Questions about Josh
Is Josh Womack a fee-only financial advisor?
Yes. Josh Womack is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Josh's firm.
How does Josh charge for financial advice?
Josh charges a percentage of assets.
How much does Josh charge?
According to Womack Financial's website, checked October 28, 2026: 1% a year on the first tier of assets managed.
Where is Josh Womack based?
Josh Womack is based in Dallas, Texas.
What does Josh specialize in?
Josh's specialties include crypto & digital assets, real estate investors, small business owners, retirement planning, family wealth transfer and equity compensation. Josh works with high earners, HENRY (High Earners, Not Rich Yet), ultra high net worth, founders and executives.
Is Josh Womack registered with the SEC?
Yes. Josh Womack is registered as an investment adviser representative in TX (CRD 5729091), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Womack Financial manage?
Womack Financial reports $100M - $500M in assets under management.
How do I contact Josh Womack?
Through Josh's website, www.womackfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Womack Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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