Womack & Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
3
0% high-net worth
Total advisors
2
of 8 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
2
Average account size
$0
About
Womack & Associates, LLC provides personalized financial planning to individuals, high‑net‑worth clients, trusts, estates and business entities, and also offers tax compliance, accounting and business consulting through its CPA practice. Financial planning is delivered on a comprehensive or segmented basis and results are provided to clients in a written plan following personal interviews and document review.
As part of the planning process the firm educates clients about income tax effects, diversification and the rates of return needed to meet goals, and it coordinates with outside investment advisers for specific buy‑sell recommendations. Womack & Associates does not provide portfolio management, has no custody or discretionary authority over client assets, and does not accept referral fees or commissions from the investment advisers to whom it refers clients.
What distinguishes the firm from many peers is the material overlap between its CPA practice and its advisory work, with advisors holding CPA and CFP® credentials and offering separate tax and business consulting engagements. The firm relies on fee‑for‑planning arrangements rather than percentage‑of‑assets fees and encourages clients to engage in periodic (typically annual) plan reviews to keep recommendations current.
Client services
Expertise
Fee options
$325 to $400 per hour
Fee-only: $325 to $400 per hour, negotiable, billed based on actual time spent
Main office location
Womack & Associates, LLC
4650 Whitesburg Drive S, Suite 101
Huntsville AL 35802, United States
Number of offices
1
Most active in
Alabama
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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.
Forms ADV
Quick links
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