Steven Woodruff
Steven Woodruff is a CFP-designated registered investment advisor at Venture Financial Advisors, LLC, based in West Chester, PA, with 15 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 16 clients with $5.7M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Venture Financial Advisors charges ongoing fees for comprehensive financial planning and investment advisory services, billed quarterly in arrears at up to $2,500 per quarter (totaling up to $10,000 annually) depending on the complexity of your situation. The firm meets with clients at least once a year and is available for ongoing contact as needed.
Location
West Chester, PA
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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
Steven owns residential rental properties since 2018 and a vacation rental property since 2022, dedicating about 10-20% of his time to these activities. His role involves property acquisition and bookkeeping.
Employment History
Current Registrations
Venture Financial Advisors, LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Ip Financial Advisory Services LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Cfg Asset Management LLC
New England Securities Corporation
New England SecuritiesBroker
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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