Woodbury Financial Services

Financial Advisor in Wilkesboro, NC

Firm Info
Address: 1434 Wilkesboro Hwy, Statesville, NC 28625, USA
Phone: (704) 872-7710

Firm Size
Assets Under Management: $15.6 billion
# of Advisors: 1,279
# of Clients: 71,852
Client to Advisor Ratio: 56:1
Average Account Size: $216,951
# 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
  • Educational Seminars & Workshops

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
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

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

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Woodbury Financial Services, Inc. Overview

WOODBURY FINANCIAL SERVICES, INC. is a brokerage firm registered as an investment advisor with the SEC. Established in Oakdale, MN in 1997, the firm has been providing investment advice to individuals and businesses alike for over 20 years. They are a fee-based financial planning firm offering comprehensive services that include portfolio management, pension consulting, and education seminars and workshops, among others. As a registered broker-dealer and insurance broker/agent, WOODBURY FINANCIAL SERVICES, INC. has established a reputation based on sound financial advice and guiding clients through their investment options. They are dedicated to providing superior client service and helping clients reach their financial goals. The firm specializes in portfolio management for both individuals and small businesses, as well as institutional clients. Their financial planners offer customized services that are designed to help clients build and maintain their wealth, no matter their financial situation. Their pension consulting services help business owners design and implement retirement plans that meet their needs and comply with regulations. WOODBURY FINANCIAL SERVICES, INC. is a firm that is committed to providing the highest level of service to its clients. They have a team of experienced advisors who are dedicated to providing personalized and professional advice on a range of financial matters. Whether you're looking to build wealth, manage your portfolio, or plan for retirement, their advisors can help you achieve your financial goals.

WOODBURY FINANCIAL SERVICES, INC. is a financial services company that serves a diverse range of clients. This includes individuals seeking personal financial planning, high net worth individuals with complex financial needs, pension and profit sharing plans, charitable organizations, and various types of corporations. No matter the client, WOODBURY FINANCIAL SERVICES, INC. aims to provide customized services that meet their unique financial goals. WOODBURY FINANCIAL SERVICES, INC. offers a variety of fee structures to support their clients' financial needs. Depending on the service provided, clients may opt for a percentage of assets under management fee, an hourly fee, fixed fees, or other types of fees. This level of flexibility allows clients to select a payment structure that works best for them and their unique circumstances. For instance, high net worth individuals may want to opt for a percentage of AUM fee, while other clients may prefer a fixed fee for budgeting purposes. Hourly fees may also be a good option for clients looking for smaller, individualized services. Overall, WOODBURY FINANCIAL SERVICES, INC. prioritizes client transparency and flexibility when it comes to determining fee structures.

Typical Clients, Fee Structures & Investment Minimum

According to WOODBURY FINANCIAL SERVICES, INC.'s Part 2 Brochure, there is no mention of an investment minimum. Therefore, it is unclear what the firm's investment minimum is. Potential clients of WOODBURY FINANCIAL SERVICES, INC. may need to contact the firm directly to inquire about any investment minimums that may be in place.

How This Office Can Help Wilkesboro, NC Residents

Woodbury Financial Services is a trusted partner for individuals and families in Wilkesboro, NC who are looking for financial solutions tailored to their specific needs. With a team of experienced financial professionals, Woodbury Financial Services helps clients navigate a wide range of financial issues, including retirement planning, estate planning, college planning, and investment management. For many people in Wilkesboro, NC, retirement planning is a top priority. Woodbury Financial Services provides guidance and support in creating a comprehensive retirement plan that takes into account factors such as income, expenses, investments, and other assets. Similarly, estate planning is an important consideration for many families in Wilkesboro, NC, and Woodbury Financial Services assists clients in creating a plan that protects their assets and ensures that their wishes are carried out after they pass away. Whether someone is saving for college or managing a complex investment portfolio, Woodbury Financial Services offers customized solutions that are tailored to the unique needs and goals of each individual client.

To view the Minimum Investment and Fee Schedule for Woodbury Financial Services, Inc., visit their Part 2 Brochure.

Services Offered by Woodbury Financial Services, 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 Woodbury Financial Services, 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)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

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 1434 Wilkesboro Hwy, Statesville, NC 28625, USA
Phone (704) 872-7710
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 7755 3RD STREET NORTH, OAKDALE, MN 55128, United States

This firm has no other locations.

State Registrations

Woodbury Financial Services, Inc. is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Woodbury Financial Services, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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