Advisor at Womack & Associates, LLC
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Firm
Womack & Associates, LLC
Location
Huntsville, AL 35802
Credentials
CFP®
Industry experience
22 years
Lori Womack is a CFP® professional with 22 years of industry experience and has been with Womack & Associates, LLC since 2005. She is also a CPA and manages the firm’s public accounting practice, which includes tax planning, compliance, and small business accounting services. Womack & Associates, LLC provides personalized financial planning and tax, accounting, and business consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines its CPA and advisory work to offer comprehensive planning and relies on fee-for-planning arrangements without discretionary authority over client assets.
Based on Womack & Associates, LLC
$325 to $400 per hour
Fee-only: $325 to $400 per hour, negotiable, billed based on actual time spent
4650 Whitesburg Drive S Suite 101
Huntsville, AL 35802
Alabama
Womack & Associates, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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