Adam Woods is a registered investment advisor at Cedar Mountain Advisors, LLC, based in Lake Oswego, OR, with 26 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 877 clients with $1.1B 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
5285 Meadows Rd, Suite 360, Lake Oswego, OR, 97035
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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
Cedar Mountain Advisors, LLC
Previous Registrations
Securities America, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Financial Network Investment CorporationBroker
State Registrations2 states
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