Advisor at Novadius Wealth Management
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Firm
Novadius Wealth Management
Location
Overland Park, KS 66210
Credentials
CFA®, Series 65
Industry experience
17 years
Timothy Womack is a CFA® charterholder with 17 years of industry experience, currently serving at Novadius Wealth Management. His professional background includes roles at The ETF Store, Inc., Mid-American Wealth Advisory Group, Creative Planning, and Inovest Wealth Management. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries with advisory services including discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs, combining quantitative and fundamental analysis to tailor portfolios according to clients’ objectives and risk tolerance.
Based on Novadius Wealth Management
Based on Novadius Wealth Management
Flat fee option available for certain engagements at firm's discretion; fees quoted in advance and negotiable.
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001+: 0.75% annually
Fees for financial planning or consulting charged on a fixed or hourly basis; amounts negotiable and quoted in advance.
7300 West 110 Th Street, Suite 870
Overland Park, KS 66210
Kansas · Missouri · Texas
The ETF Store, Inc.
2021 - Present (5 years)
Mid-American Wealth Advisory Group
2020 - 2021 (1 year)
Creative Planning
2016 - 2019 (3 years)
Inovest Wealth Management, Inc.
2008 - 2016 (8 years)
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CFP®, Series 66
Overland Park, KS
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Dynamic Wealth LLC
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