Herbert Wood is a CFP-designated registered investment advisor at Edward Jones, based in Fortuna, CA, with 28 years of industry experience. Herbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
3855 Rohnerville Rd, Fortuna, CA, 95540
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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.
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Herbert owns and manages multiple rental properties, dedicating minimal time to them. He also coaches the boys' golf team at Fortuna Union High School, spending a few hours per week, and is an at-large board member for Van Duzen Land and Development.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Wm Funds Distributor, INC.Broker
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
Prudential Securities IncorporatedBroker
State Registrations26 states
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