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Danny Butcher

Woodstock Wealth Management, INC.
17 Years of Experience
Nashville, TN
1 DisclosureSells Insurance
View SEC Summary
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Danny Butcher is a registered investment advisor at Woodstock Wealth Management, INC., based in Nashville, TN, with 17 years of industry experience. Danny 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 1,586 clients with $730M in assets under management.

Woodstock Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,586 clients
Average Client Portfolio
$458K average
Assets Under Management
$726.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

415 Church Street, Apt 2302, Nashville, TN, 37219

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2016
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Danny operates a branch office for Woodstock Wealth Management and sells non-securities life insurance through DL Butcher Consulting, dedicating minimal time to each. He also sells and maintains property and casualty insurance policies through DL Butcher Consulting LLC DBA Butcher Agency, devoting about 35% of his time to this activity.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Woodstock Financial Group, INC.Broker
February 2016 - December 2019 · 3 yrs 10 mos
Woodstock Financial Group, INC.
February 2016 - November 2018 · 2 yrs 9 mos
Edward Jones
June 2009 - February 2016 · 6 yrs 8 mos
Edward JonesBroker
June 2009 - February 2016 · 6 yrs 8 mos
State Registrations3 states
FLTNTX
Advisor

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
No exam information available for this advisor.
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