William Woodard
William Woodard is a ChFC-designated registered investment advisor at Level Four Advisory Services, based in Fort Worth, TX, with 31 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
1300 S. University Drive, Suite 200, Fort Worth, TX, 76107
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
William is an insurance specialist at Level Four Insurance Agency, spending nearly full-time hours selling various insurance products and providing consulting services. He also works as an insurance agent as a sole proprietor, dedicating minimal time to servicing existing policies, and participates in the oversight of a fixed insurance agency as President of Tolip, Inc.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Kovack Securities INC.Broker
Resource Horizons Group LLCBroker
Investors Capital CORP.Broker
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
State Registrations4 states
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.