Dale Woodward is a CFP-designated registered investment advisor at Dw Financial INC, based in Anaheim, CA, with 21 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 103 clients with $48M 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 | 1.95% |
| $100K - $200K | 1.75% |
| $200K - $400K | 1.50% |
| $400K - $600K | 1.25% |
| $600K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Accounts under $25,000 pay an additional $600 planning fee; accounts between $25,000 and $50,000 pay an additional $300 planning fee. Family accounts are aggregated for fee calculations. Fees are not negotiable.
Fee Estimator
Location
1230 N Jefferson St #K, Anaheim, CA, 92807
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Regulatory History (1)
Regulatory
May 2026Other Business Activities
Dale is a real estate broker. This activity is not investment-related.
Employment History
Current Registrations
Dw Financial INC
Previous Registrations
Dw Financial 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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