Timothy Womack is a CFA-designated registered investment advisor at Novadius Wealth Management, based in Overland Park, KS, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 270 clients with $170M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service needed and other factors. A flat fee option may also be available upon request for certain engagements.
Fee Estimator
Location
7300 West 110th Street, Suite 870, Overland Park, KS, 66210
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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.
Learn about disclosures →Employment History
Current Registrations
Novadius Wealth Management
Previous Registrations
Mid-American Wealth Advisory Group
Creative Planning
Inovest Wealth Management, LLC
State Registrations3 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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