Fees

Woodward Financial Advisors charges a flat retainer fee set annually that provides for the most objective and unbiased relationship. The charge for our retainer services is based upon several factors, including the value of assets under our advisement, the client's net worth, and the relative complexity of each client's situation. Our minimum is $5000 per year. We regard this fee as your investment in securing the sound financial stewardship of your assets.

We do not accept commissions or referral fees, nor do we have any financial interest in your choosing any particular custodian or location for your money. Our compensation comes from our fees only, and solely for the advice and services we provide.