Womack Wealth Management

Financial Advisor in Manhattan Beach, CA

Firm Info
Address: 1334 Parkview Ave Suite 350, Manhattan Beach, CA 90266, USA
Phone: (310) 684-3868

Firm Size
Assets Under Management: $275.3 million
# of Advisors: 5
# of Clients: 486
Client to Advisor Ratio: 97:1
Average Account Size: $566,466
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Womack Wealth Management, Inc. Overview

WOMACK WEALTH MANAGEMENT, INC. is a fee based, registered investment advisory firm that has been providing investment advice since its establishment in 2016. Headquartered in Manhattan Beach, CA, the firm offers a variety of services that cater to individuals, small businesses, and institutional clients. Their services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. They also provide advisory services for the selection of other advisors, as part of their comprehensive approach to wealth management. As a fee based firm, WOMACK WEALTH MANAGEMENT, INC. charges clients a fee for its services, rather than earning commissions on investments. This approach ensures that their advice is always in the best interest of their clients, as there are no incentives for the firm to recommend investments that may not be suitable. Their investment advice only approach also reinforces their commitment to providing customized, objective investment strategies designed to help their clients achieve their financial goals.

WOMACK WEALTH MANAGEMENT, INC. serves a diverse range of clientele, including individuals, high net worth individuals, and pension or profit sharing plans. These clients come from various backgrounds and financial situations, each with their unique set of needs and goals. The firm recognizes that everyone’s financial journey is different, and they strive to provide personalized services to meet each client’s specific needs throughout the process. WOMACK WEALTH MANAGEMENT, INC. offers flexible and varied fee structures to accommodate the diverse needs of their clients. Depending on the services required, clients may choose from various fee structures, including a percentage of assets under management, hourly consulting, or a fixed fee. The percentage of AUM fee structure charges a percentage of the total portfolio value that the firm manages on behalf of the client. The hourly fee structure charges clients an hourly rate for their services, and the fixed fee structure offers a flat fee for specific services rendered. The firm ensures that their clients have transparent and straightforward pricing options to help them make informed financial decisions without any hidden costs or surprise fees.

Typical Clients, Fee Structures & Investment Minimum

According to WOMACK WEALTH MANAGEMENT, INC.'s Part 2 Brochure, the investment minimum for their Investment Management and Consulting Services is $250,000. This means that clients must have at least $250,000 to invest before they can work with the firm and utilize their investment management and consulting services. It's important to note that the brochure specifically mentions this minimum account size, indicating that it is a significant factor in the firm's screening and intake process.

How This Office Can Help Manhattan Beach, CA Residents

Womack Wealth Management is committed to providing a wide range of financial services to clients living in Manhattan Beach, CA. The firm offers comprehensive financial planning, investment management, retirement planning, and estate planning services. The goal is to help clients achieve their financial objectives by providing customized solutions that suit their unique needs. Clients in Manhattan Beach, CA may face a variety of financial challenges. With the high cost of living in the area, many individuals may struggle to meet their expenses while simultaneously saving for the future. Others may be dealing with debt, such as student loans or credit card balances. Retirement planning is another area of concern, as residents must plan for a long and potentially expensive retirement. Womack Wealth Management can help clients navigate these challenges and develop a financial plan that supports their long-term goals.

To view the Minimum Investment and Fee Schedule for Womack Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Womack Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Womack Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1334 Parkview Ave Suite 350, Manhattan Beach, CA 90266, USA
Phone (310) 684-3868
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Womack Wealth Management, Inc. is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Louisiana
  • New Mexico
  • New York
  • Texas

Disciplinary History

Womack Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs