Royce Woodley
Wealthspan Partners · Davenport, Iowa
Royce Woodley is a fee-only financial advisor at Wealthspan Partners in Davenport, Iowa, who holds the CFA credential. Wealthspan Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthspan Partners |
|---|---|
| Based in | Davenport, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $451.1M across 1,610 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IN · CRD 6198901 |
| Exams passed | Series 63 (2020) · Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | wealthspanpartners.com |
How Royce's firm compares
- Wealthspan Partners's average account is about $280,000, from its Form ADV (assets managed divided by 1,610 accounts).
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Questions about Royce
Is Royce Woodley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Royce holds no broker registration, and Wealthspan Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Royce charge for financial advice?
Royce's firm, Wealthspan Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Royce Woodley based?
Royce Woodley is based in Davenport, Iowa.
What credentials does Royce Woodley hold?
Royce Woodley holds the CFA credential.
Is Royce Woodley registered with the SEC?
Yes. Royce Woodley is registered as an investment adviser representative in IN (CRD 6198901), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthspan Partners manage?
Wealthspan Partners reports $451.1M across 1,610 accounts in assets under management.
How do I contact Royce Woodley?
Through Royce's website, wealthspanpartners.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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