Womack & Associates offers comprehensive and segmented financial planning services to individuals, trusts, estates, and businesses. The firm focuses primarily on financial planning, helping clients review their overall financial position, goals, and objectives. Womack & Associates does not manage investment portfolios directly or trade securities; instead, the firm coordinates with outside investment advisors to help clients implement their investment strategies. In addition to financial planning, the team maintains a Certified Public Accountant practice providing tax preparation, accounting, and business consulting services.
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.