Robert Wood
Robert Wood is a registered investment advisor at Wood Wealth Management LLC, based in Dallas, TX, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 25 clients with $8.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
10100 North Central Expressway, Suite 333, Dallas, TX, 75231
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an insurance agent offering fixed annuities to clients since 2016, dedicating about 10-20% of his time. He also sells and services life insurance and annuities since 2021, spending a few hours per week.
Employment History
Current Registrations
Wood Wealth Management LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Workman Securities CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Sunamerica Securities, INC.Broker
Sunamerica Securities, INC.
Delta Equity Services CorporationBroker
Crispin Koehler SecuritiesBroker
Lloyd Wade Securities INC.Broker
Thomas James Associates, INC.Broker
Quest Capital Strategies, INC.Broker
Euro-Atlantic Securities INC.Broker
Mlb Investments, LTD.Broker
G. K. Scott & CO., INC.Broker
J. W. Gant & Associates, INC.Broker
H. T. Fletcher Securities IncorporatedBroker
Kober Financial CORP.Broker
Graystone Nash, INC.Broker
Palm Beach Financial, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.