# Noel Woolverton

> Noel Woolverton is a fee-only financial advisor at Traditions Wealth Advisors, LLC. in College Station, Texas, who holds the CFP credential. Traditions Wealth Advisors, LLC. reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/noel-woolverton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Traditions Wealth Advisors, LLC.
- **Based in:** College Station, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $94.8M across 247 accounts
- **Credentials:** CFP
- **CRD:** 1535833 (https://adviserinfo.sec.gov/individual/summary/1535833)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (1998)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.traditionswealthadvisors.com/

## Frequently asked questions

### Is Noel Woolverton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Noel holds no broker registration, and Traditions Wealth Advisors, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Noel charge for financial advice?

Noel's firm, Traditions Wealth Advisors, LLC., reports charging a percentage of assets on its SEC Form ADV.

### Where is Noel Woolverton based?

Noel Woolverton is based in College Station, Texas.

### What credentials does Noel Woolverton hold?

Noel Woolverton holds the CFP credential.

### Is Noel Woolverton registered with the SEC?

Yes. Noel Woolverton is registered as an investment adviser representative in TX (CRD 1535833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Traditions Wealth Advisors, LLC. manage?

Traditions Wealth Advisors, LLC. reports $94.8M across 247 accounts in assets under management.

### How do I contact Noel Woolverton?

Through Noel's website, www.traditionswealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1535833): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.