Advisor at Indivisible Partners
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Firm
Indivisible Partners
Location
Pittsford, NY 14534
Credentials
Series 63, Series 65
Industry experience
29 years
Lee Woodring is a financial advisor at Indivisible Partners with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, Woodring is a co-owner of several family rental property businesses and is licensed as an insurance agent. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory, utilizing model portfolios and third-party managers to tailor strategies to client needs.
Based on Indivisible Partners
Financial planning and consulting fees may be negotiated flat fees depending on services
Some Financial Advisors may earn commissions from selling insurance products through DPL Financial Partners, LLC (conflict of interest disclosed)
Financial planning fees may be charged hourly; rates are negotiable and vary by client
Minimum fee: Some clients may be subject to a minimum advisory fee (amount not specified) Fee-only: Financial planning and consulting fees can be charged as a fixed fee or percentage of assets; fees are negotiable and vary by client; no minimum fee
1250 Pittsford Victor Rd., Bldg 100, Ste 120
Pittsford, NY 14534
New York · Texas
Indivisible Partners
2025 - Present (1 year)
Bank of America,N.A.
2011 - 2025 (14 years)
Merrill
1996 - 2025 (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63
Pittsford, NY
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Series 65
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Series 63, Series 65
Fairport, NY
Rothrock Financial Group
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