Woodward Diversified Capital, LLC fees and pricing
Financial planner in Bakersfield, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 2, 2026, Woodward Diversified Capital, LLC charges an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $20,000/yr
“There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Woodward Diversified Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally billed in advance each calendar quarter based on the market value of the assets under management/advisement on the last day of the previous calendar quarter.”
- “Fees for financial planning and/or consulting services can be billed on an hourly rate, fixed rate, or project basis in advance on a monthly or quarterly basis.”
- “For stand-alone financial planning services, the agreement between Woodward Diversified Capital and the client will terminate upon delivery of the plan or completion of the service.”
How Woodward Diversified Capital, LLC’s fees compare
- Its annual fee of $20,000 is above the California median of $6,250. 86% of the 224 other California planners that publish an annual fee charge less.
About Woodward Diversified Capital, LLC
“About Our Firm Woodward Diversified Capital, LLC (“Woodward Diversified Capital”) is a fee-only registered investment adviser that provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals.”
- Principal: Gabriel Woodward
- Firm size: 6 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.05% a year
- Minimum
- No minimum stated in brochure
- Clients
- 396
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $609,728,872
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306299
- Phone
- (661) 498-7500
Can advise clients in 3 states: Arizona, California, Texas
Other planners in Bakersfield that publish fees
- Applied Wealth ManagementBakersfieldUp to $10,000, $200-$500/mo
- Entruity Wealth, LLCBakersfield$30,000
- Gomez Financial PlanningBakersfield$150/hr
- Mestmaker & Petrey Wealth AdvisorsBakersfield$250/hr, $250-$10,000
- Visionary Wealth Planners LLCBakersfield$500-$2,000
- Wealthtarget Investment Advisors, LLCBakersfield$250/hr
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.