Lori Womack is a CFP-designated registered investment advisor at Womack & Associates, LLC, based in Huntsville, AL, with 23 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Womack & Associates recommends that clients contract for an annual review of their financial plan, which is billed separately based on the time and work required at the firm's standard hourly rates.
- Financial planning and consulting — Billed at an hourly rate of $400 to $450 per hour, based on the actual time required to complete the comprehensive or segmented plan.
Location
4650 Whitesburg Drive S Suite 101, Huntsville, AL, 35802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is the sole owner and managing member of Womack & Associates, LLC. She is also a CPA and spends the majority of her time managing the firm's public accounting practice, including tax planning, compliance, and small business accounting services.
Employment History
Current Registrations
Womack & Associates, LLC
Previous Registrations
Beason & Nalley, INC.
State Registrations1 state
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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