Clayton Wood
Clayton Wood is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Mount Pleasant, SC, with 8 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Mount Pleasant, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Clayton is the founder and author at C. B. Wood Financial LLC, and an advisory representative of a RIA at CIRA, dedicating full-time hours to each. He also owns Pinnacle Health Plans as an employer health insurance broker/consultant, taking about a quarter of his time, and is president/board member of Wood Foundation Inc., spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cg Advisory Services
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Linden Thomas and Company Securities, LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Vanguard Marketing CorporationBroker
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.