William Woodruff
Advisor at Farther
Updated today
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
Farther
Location
Lake Oswego, OR 97034
Credentials
Series 63, Series 66
Industry experience
17 years
About
William Woodruff is a financial advisor at Farther with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including WealthFactor, LLC, Arnerich Massena, Inc., and Logan Circle Partners, L.P. Since June 2024, he has also served as Chief Financial Officer of AI Infrastructure Partners, LLC, a company engaged in acquiring and managing businesses supporting AI and semiconductor factory infrastructure. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income, and offers discretionary investment management and retirement plan consulting services.
Client services
Based on Farther
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Based on Farther
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Fee options
Flat annual fee basis (negotiable)
Negotiable up to $1,000 per hour
Location
155 B Ave., Suite 100
Lake Oswego, OR 97034
Most active in
William W has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Work history
Farther Finance Advisors, LLC
2022 - Present (4 years)
WealthFactor, LLC
2017 - 2022 (5 years)
Arnerich Massena, Inc.
2016 - 2016 (1 year)
Logan Circle Partners, L.P.
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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