Advisor at Woodland Wealth Advisors
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James Howatson is a financial advisor at Woodland Wealth Advisors with a Series 65 designation and no prior industry experience. Before entering the financial field, he served in the United States Coast Guard Reserves for 31 years and worked with the Tacoma Police Department for 32 years. He has been retired since 2017. Woodland Wealth Advisors provides discretionary, individually tailored portfolio management primarily for individual clients, focusing on long-term equity and ETF core holdings combined with options strategies to generate income and seek capital preservation. The firm manages a small, concentrated client base, allowing for more individualized oversight and employs a disciplined investment process with quarterly account reviews.
Based on Woodland Wealth Advisors
$0+: 1% annually (on assets not in options strategy, excluding money market mutual funds) $0+: 2% annually (on assets in options investing strategy)
Fee-only: 1% or 2% annually based on asset participation in options strategy; fees are negotiable.
Roy, WA
Texas · Washington
Retired
2017 - Present (9 years)
United States Coast Guard Reserves
1986 - 2017 (31 years)
Tacoma Police Department
1985 - 2017 (32 years)
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Marvin & Palmer Associates
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