Womack Investment Advisers, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“- 10 - Financial Planning and Wealth Management Services The fees for Financial Planning Services are based on an hourly rate from $100 to $500 or on a fixed, predetermined amount.”

Flat or project fee

$200⁠-⁠$50,000

“Flat rate consulting fees range between $200 and $50,000 and are determined by the complexity of the project combined with time spent.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Womack Investment Advisers, Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fees are applied to the account asset value on a prorated basis and billed quarterly in advance.”
• “Cash withdrawals from accounts greater than $5,000 will be reviewed at the end of a billed quarter and may receive a prorated credit, which will be applied on the next billing cycle.”
• “If the Advisory Service Agreement is terminated prior to the last day of the calendar quarter, a prorated portion of the fee paid for that quarter (based on the number of days remaining) may be refunded to you after review.”

How Womack Investment Advisers, Inc’s fees compare

• Its hourly rate of $100-$500 spans the Oklahoma median of $250. 66% of the 41 other Oklahoma planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Edmond that publish an hourly rate charge less.
• Its flat or project fee of $200-$50,000 spans the Oklahoma median of $2,875. 100% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Edmond that publish a flat or project fee charge less.

About Womack Investment Advisers, Inc

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2000 (26 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.25% a year

Clients

171

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$95,300,697

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118081

Website

womackinvestmentadvisers.blogspot.com (opens in new tab)

Phone

(405) 340-1717

Can advise clients in 5 states: California, Illinois, Indiana, Oklahoma, Texas

Other planners in Edmond that publish fees

• Blessed Financial Investments, LLCEdmond$100⁠-⁠$500/hr, $1,000⁠-⁠$3,000
• Conkin Financial Group, Inc.Edmond$10,000
• Dean Davis Wealth LLCEdmond$500⁠-⁠$5,000
• Dustin Rippetoe LLCEdmond$1,000/mo, $3,500/yr
• Entrust Parable Capital, LLCEdmond$120⁠-⁠$200/hr
• Main Street Investment ManagementEdmond$1,500⁠-⁠$5,000

Compare all 17 planners in Edmond