William
Woodruff
Farther
Answer a few questions and
get matched with an advisor.
About this Advisor
William Woodruff is a financial advisor operating in Lake Oswego, Oregon with 1 year of relevant experience. Woodruff is on the advisory team at Farther. Their career trajectory has included roles at Bandon Capital Management, LLC, Foreside Fund Services, LLC, Logan Circle Partners, L.P, Arnerich Massena, Inc, Wealthfactor, LLC and Farther Finance Advisors, LLC. Woodruff has Series 66 and Series 63 licenses, qualifying them as a securities broker, and is approved to work in Oregon and Texas. Farther is a registered investment company based in San Francisco, CA. The company has offices in 41 locations and a total of 78 advisors. It oversees $676 million in assets across its 3,603 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 3,603 customer accounts, just 13% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Farther performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fee types charged by Farther typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Farther Brokerage Details
$675,735,981
78
3,603
$187,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
William Woodruff Work History
William has been registered as a financial advisor for 1 years.*
Farther Finance Advisors, LLC
Logan Circle Partners, L.P
Wealthfactor, LLC
Arnerich Massena, Inc
Foreside Fund Services, LLC
Bandon Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Woodruff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Farther
Wilton, CT
Reno, NV
Brooklyn, NY
San Francisco, CA
East Hanover, NJ
San Francisco, CA
Moraga, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
