Wootton Financial Group Inc

Wootton Financial Group Inc., operating under Game Plan Advisors, provides fee-based financial planning, investment management, investment consultation, and 401(k) advisory services primarily to individual and high‑net‑worth clients, and to employer plan participants seeking ongoing allocation guidance. The firm manages most client portfolios on a discretionary basis and also offers access to third‑party model portfolios through a turnkey asset management program.

The firm builds flexible multi‑asset portfolios that may include domestic and international equities, bonds, ETFs, sector and specialty funds, and alternative holdings, and it uses computer models, economic research, and multiple market indicators to inform allocation and risk decisions; client accounts are reviewed at least quarterly. For retirement plan participants Game Plan provides non‑discretionary, model‑based signals and dynamic allocation recommendations while TAMP sleeves are managed by a sub‑advisor under the firm’s oversight.

A noteworthy characteristic disclosed in the brochure is the firm’s affiliation with an insurance business that sells fixed insurance products and receives commissions from those sales; these activities are disclosed as consuming a small portion of adviser time and are identified as a potential conflict to be disclosed to clients. The firm also requires clients to custody assets at a specified broker‑dealer and uses a TAMP relationship for model implementation, implementation details that may affect trade execution and fee aggregation compared with many peers.