Terry Edwards
Womack Wealth and Business Management · Albuquerque, New Mexico
Terry Edwards is a fee-only financial advisor at Womack Wealth and Business Management in Albuquerque, New Mexico. Terry 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 | Albuquerque, New Mexico |
| 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 |
| SEC registration | Investment adviser representative in NM, TX · CRD 4778433 |
| Exams passed | Series 66 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.womackwealthmanagement.com |
| Profile |
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Questions about Terry
Is Terry Edwards a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terry 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 Terry charge for financial advice?
Terry'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 Terry 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 Terry Edwards based?
Terry Edwards is based in Albuquerque, New Mexico.
What does Terry specialize in?
Terry's specialties include estate & legacy planning and retirement planning. Terry works with ultra high net worth, multi-generational families and founders.
Is Terry Edwards registered with the SEC?
Yes. Terry Edwards is registered as an investment adviser representative in NM and TX (CRD 4778433), 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 Terry Edwards?
Through Terry'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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