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What is your philosophy on investing?
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 We live in an uncertain world. Gone are the days of “buy-and-hold.” At Womack Investment Advisers, we believe you should have several buckets of money, each providing for their stated goals.A portion of your investments should be allocated to “non-correlated” strategies designed to provide truer diversification and the potential to protect your assets in extreme market conditions. You should also have a portion of investments that can exit the markets when things begin to turn down and be in the markets when they are more favorable. |
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What areas do you specialize in?
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We specialize in financial plan construction and coordination of that plan’s implementation, estate design and settlement, and investment management. |
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Are you affiliated with a broker/dealer?
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No. Womack Investment Advisers is an independent firm. Additionally, we do not receive any business, fees or other benefits from professionals and sales agents that we may refer you to. |
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Do you charge for an initial consultation?
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No. We do conduct an initial brief phone review to determine if you could benefit from our services and whether or not an initial consultation would be mutually beneficial. If we proceed, there is no initial charge. |
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How are you compensated?
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Womack Investment Advisers is a fee-only investment advisor. Compensation comes by way of advisory fees based upon the services provided, whether it is hourly or asset-based. We do not receive commission, but additional compensation may apply in the form of commissions for the purchase of fixed insurance products. The fees, charges and expenses related to these products are outlined in our ADV Schedule H. |
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How are you able to offer insurance products?
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We are licensed for insurance products and offer insurance brokerage services through Womack Investment Advisers, which acts as a general agency for several insurance companies. There are no quota requirements. We act as independent agents on any insurance product through the general agency. We can also provide no-load, fee-only insurance products through our company. |
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Where is Womack Investment Advisers registered?
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We are an independent registered investment advisory firm with the U.S. Securities and Exchange Commission. Womack Advisers is registered in Alabama, Arkansas, Arizona, California, Florida, Illinois, Indiana, Kansas, Louisiana, Michigan, Missouri, North Carolina, New Jersey, New Mexico, Nevada, Oklahoma and Texas. |
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What documentation will your firm provide me?
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We provide all clients with our Disclosure Document Form ADV Part II as well as a written client engagement agreement. |
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Who will work with me?
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You will work with a financial planner and an assistant. The same individuals will review your financial situation, and will provide continuous personalized service. |
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