Brandon
Woods
Root Financial Partners
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About this Advisor
Brandon Woods is a financial advisor based in Fort Worth, Texas, working with Root Financial Partners. Brandon has previously held positions at Pine Cove, Texas A&M University, Foresters Financial Services, Cwm, LLC, Chessman Wealth Strategies, Buckingham Strategic Wealth, LLC, and Root Financial Partners. Brandon has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Brandon is part of Root Financial Partners, which operates out of Fort Worth, Texas. The firm has 15 employees and manages assets totaling $399.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Root Financial Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Root Financial Partners Brokerage Details
$399,221,544
15
1,229
$324,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brandon Woods Work History
Root Financial Partners
Buckingham Strategic Wealth, LLC
Cwm, LLC
Chessman Wealth Strategies
Chessman Wealth Strategies
Foresters Financial Services
Pine Cove
Texas A&M University
Disclosures
Please visit the SEC profile of Brandon Woods 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 Root Financial Partners
Phoenix, AZ
Solana Beach, CA
Leesburg, VA
Knoxville, TN
Mckinney, TX
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
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