Woodward Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$300/hr

“Fees for educational seminars are collected on an hourly basis ranging from $250 to $300 per hour pursuant to an engagement letter.”

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

How Woodward Financial Advisors, Inc. bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees and Termination Wealth Management Services WFA is compensated for its wealth management services in advance of the quarter in which services are rendered.”
• “After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client.”

How Woodward Financial Advisors, Inc.’s fees compare

• Its hourly rate of $250-$300 is below the North Carolina median of $300. 45% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 3 of the 11 other planners in Chapel Hill that publish an hourly rate charge less.

About Woodward Financial Advisors, Inc.

• Firm size: 10 employees.
• Founded: 1995 (31 years).

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

1% a year

Clients

203

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$641,480,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

150641

Website

woodwardadvisors.com (opens in new tab)

Phone

(919) 929-2495

Can advise clients in 4 states: Louisiana, North Carolina, New Jersey, Texas

Other planners in Chapel Hill that publish fees

• Absher Wealth Management, LLCChapel Hill$20,000
• Amphora Wealth Management, LLCChapel Hill$50⁠-⁠$800/hr, $10,000⁠-⁠$50,000
• Bolin Creek Wealth Advisors LLCChapel Hill$335/hr, $7,500⁠-⁠$50,000/yr
• CH Capital ManagementChapel Hill$250/hr, $5,000
• Frazier Financial Consultants, LLCChapel Hill$300/hr
• Hilltop Wealth Advisors, LLCChapel Hill$5,000⁠-⁠$50,000

Compare all 21 planners in Chapel Hill