Woman to Woman Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,620,594
Clients
49
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$135,114
About
Woman to Woman Financial provides fee-based investment advisory, financial planning, and financial consultation services to individuals, trusts, estates, charitable organizations, and small businesses. The firm operates as a single-advisor independent RIA and manages primarily non-discretionary client assets (about $6.1 million across roughly 59 clients).
The advisor follows a custom, tactical allocation approach intended to reduce risk and improve performance, using fundamental, technical, and cyclical analysis to formulate recommendations. Portfolios are managed on a non‑discretionary basis with client approval of trades and may include exchange‑listed securities, mutual funds, variable annuities, municipal securities, CDs, and interests in real estate partnerships.
Noteworthy aspects disclosed in the brochure include the CEO’s separate, licensed insurance agency (Empowerment Financial Group Insurance Agency, LLC), through which insurance products may be offered and commissioned — a relationship the firm identifies as a potential conflict of interest. The firm also refers clients to the Wealth.com estate‑planning platform and states it provides services to business and institutional clients, which together with its largely non‑discretionary management style are less common among solo independent advisers.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Charitable giving & philanthropy
Cash flow / budgeting
General tax planning
Demographic focus
Women Professionals
Fee options
Financial Planning Services fixed fee range $6,000 to $25,000 per plan; Financial Consultation Services flat fee $500 to $5,000 depending on service complexity and type
Up to 1.25% per annum, negotiable based on type, complexity, and account size
Insurance products sold through affiliated insurance agency with typical commissions; no advisory fee associated with these insurance products
$300 to $400 per hour for financial consultation services, negotiated in advance
Account minimum: $10,000 minimum, but may accept lower at sole discretion Fee-only: Yes, advisory fees based on AUM and fixed/flat fees for planning and consultation services
Main office location
Woman to Woman Financial
6620 Southpoint Drive S., Suite 500
Jacksonville FL 32216, United States
Number of offices
1
Most active in
Woman to Woman Financial has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Is not active or affiliated with:
-
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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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.
Forms ADV
Quick links
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