Robert Woody
Robert Woody is a registered investment advisor at Access Financial Resources INC., based in Oklahoma City, OK, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 644 clients with $410M 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 $100K | 2.00% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. Cash is included in the asset calculation.
Fee Estimator
Location
3621 NW 63rd, Oklahoma City, OK, 73116
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 a proprietor and insurance agent. He dedicates minimal time to this activity.
Employment History
Current Registrations
Access Financial Resources INC.
State Registrations2 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.
Exams
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