Stanley Woodrome is a registered investment advisor at Paul R. Ried Financial Group, LLC, based in Bellevue, WA, with 5 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,060 clients with $1.3B 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $7.5M | 0.75% |
| $7.5M+ | 0.50% |
Fees are blended. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
10801 Main Street, Suite 201, Bellevue, WA, 98004-6366
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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 →Employment History
Current Registrations
Paul R. Ried Financial Group, LLC
State Registrations1 state
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