Stephanie Kingsford is a CFP-designated registered investment advisor at Womack & Associates, LLC, based in Huntsvile, AL, with 9 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Womack & Associates recommends that clients contract for an annual review of their financial plan, which is billed separately based on the time and work required at the firm's standard hourly rates.
- Financial planning and consulting — Billed at an hourly rate of $400 to $450 per hour, based on the actual time required to complete the comprehensive or segmented plan.
Location
4650 Whitesburg Dr S Suite 101, Huntsvile, AL, 35802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie is a CPA employed by Womack & Associates, LLC, providing tax planning and compliance, and small business accounting services.
Employment History
Current Registrations
Womack & Associates, LLC
State Registrations1 state
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