Advisor at Traditions Wealth Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Traditions Wealth Advisors, LLC.
Location
College Station, TX 77845-5037
Credentials
CFP®, Series 66
Industry experience
23 years
Noel Woolverton III is a CFP® professional with 23 years of industry experience. He has served as the sole advisor at Traditions Wealth Advisors, LLC since 2014 and is also associated with Paragon Virtues, LLC. Woolverton holds the Series 66 designation. Traditions Wealth Advisors provides personalized financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using no-load institutional mutual funds, ETFs, and third-party managers, primarily operating on a consultative, non-discretionary basis while also offering discretionary management for certain accounts. Traditions maintains a nonprofit arm focused on financial literacy and pro bono education, supporting workshops and outreach initiatives.
Based on Traditions Wealth Advisors, LLC.
Based on Traditions Wealth Advisors, LLC.
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
$250 per hour with a $5,000 minimum
Retainer fee arrangement available; minimum fee $5,000
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee through assets under management fee or retainer fee Fee-only: Fee-only financial planning and investment management firm; no third-party compensation received
2700 Earl Rudder Frwy S., Suite 2600
College Station, TX 77845-5037
Texas
Traditions Wealth Advisors
2014 - Present (12 years)
Paragon Virtues, LLC
2009 - Present (17 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFA®, CFP®
Bryan, TX
Charis Legacy Partners
I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.
Series 63
College Station, TX
McWhorter Capital Investments
Series 65
College Station, TX
JMcMahan LLC
Series 65
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Steward Inc.
CFP®, Series 63
College Station, TX
Traditions Wealth Advisors, LLC.
Series 63, Series 65
College Station, TX
Smith & Wyatt
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