Joshua Womack is a registered investment advisor at Womack Financial LLC, based in Dallas, TX, with 16 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 137 clients with $130M 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 | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
4849 Greenville Ave., Suite 100-173, Dallas, TX, 75206
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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 →Other Business Activities
Joshua is a board member and consultant for Pegasus Glass, LLC, managing member of Womack Capital GP, LLC, consultant/member of EntreCapital, LLC, and member of Another Way Capital LLC. These activities involve glass and mirror installation, general consulting, management services, and private management investing, taking up about 10-20% of Joshua's time overall.
Employment History
Current Registrations
Womack Financial LLC
Previous Registrations
Vogel Financial Advisors, LLC
State Registrations1 state
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