Womack & Associates, LLC fees and pricing
Financial planner in Huntsville, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 21, 2026, Womack & Associates, LLC charges $400-$450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400-$450/hr
“The fee contemplates the active participation of the client in the process and is estimated and disclosed in the client engagement letter based on the estimated number of hours to complete the service at a rate of $400 to $450 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Womack & Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The actual time incurred to complete the process may be less than or greater than the advisor's original estimate and the client will be billed for the actual cost of the plan.”
- “Fees are negotiable. 1 Item 5 - Fees and Compensation (con’t) Fees are billed monthly as services are performed and are due and payable at that time.”
- “Any work completed through the effective date of the termination agreement will be billed to the client or applied to the retainer with the balance refunded to or billed to the client accordingly.”
How Womack & Associates, LLC’s fees compare
- Its hourly rate of $400-$450 is above the Alabama median of $250. 98% of the 41 other Alabama planners that publish an hourly rate charge less.
- 8 of the 8 other planners in Huntsville that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Womack & Associates, LLC
“Womack & Associates, LLC (also referred to as “W&A” or "the Firm") offers personalized financial planning services to individuals, trusts, estates, and businesses. Womack & Associates, LLC provides investment advisory services to clients primarily through financial planning services.”
- Principal: Lori A. Womack
- Firm size: 11 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 11
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136215
- Phone
- (256) 534-1360
Other planners in Huntsville that publish fees
- Brighthaven Financial AdvisorsHuntsville$250/hr, $500-$800
- Capital Stewards, LLCHuntsville$1,500
- Cloud Investments, LLCHuntsville$200-$2,000
- Cochranmickels Retirement Specialists, LLCHuntsville$300/hr, $2,500-$5,000
- Infinity Tax & Financial PlanningHuntsville$150-$500/hr, $250-$5,000
- Lifefirst Wealth, LLCHuntsville$250/hr, $7,500/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.