Womack Wealth Management, Inc. fees and pricing

Financial planner in Manhattan Beach, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 18, 2026, Womack Wealth Management, Inc. charges $50 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $50/hr; “Hourly rates range from $50/hour to $500/hour depending on the complexity of the services and the staff level providing the services.”

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

“All fees and minimums are negotiable at the discretion of the advisor.”
“When billed in-advance, if a client terminates prior to the quarter-end, WWM will return the pro-rata share of the fee to the client.”
“For clients billed in-arrears, if a client terminates prior to the quarter-end, 7 WWM will collect a pro-rata share of the fee earned to the date of termination.”

Its hourly rate of $50 is below the California median of $300. None of the 932 other California planners that publish an hourly rate charge less.
None of the 4 other planners in Manhattan Beach that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 198
Employees: 7
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $406,914,525
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 146126
Website: womackwealthmanagement.com (opens in new tab)
Phone: (310) 684-3868

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