Firm
Woodward Financial Advisors, Inc.
Chapel Hill, North Carolina
Fee-only
Woodward Financial Advisors, Inc. at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 7 advisors are listed here; all hold the CFP.
- Its Form ADV reports 10 employees and 203 individual clients, 197 of them high net worth.
- Its average account is about $592,000 (assets it manages divided by its 1,084 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Chapel Hill, North Carolina |
|---|---|
| Website | woodwardadvisors.com |
| [email protected] | |
| Phone | (919) 929-2495 |
Woodward Financial Advisors, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"our minimum quarterly advisory fee is $2,500" source
"The annual fee for Wealth Management services is a percentage of the market value of your investment assets under management, calculated quarterly." source
"We perform ongoing financial planning and investment management for our clients" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $641 million |
| Individual clients | 6 |
| High-net-worth clients | 197 |
| Accounts managed | 1,084 |
| Employees | 10 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-70279) |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 150641 |