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Certified Financial Planner in Ramona and San Diego | Fiduciary Advice | Retirement Planning and Investment Management
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Meet Your
Next Advisor
THE FUTURE OF FINANCIAL PLANNING We’re dedicated to changing the financial advisory game. You choose how you want to work with us and the way you pay for the services we provide. We’ll provide you with platinum-level service; full transparency in fees and performance; access to our powerful planning tools; and a 100% virtual relationship, if you desire.

Did You Know?

Most Advisors Cost You Profits

Unnecessary
commissions and
embedded fees

Trades made for
mortgage payments,
not your success

Average tenure of
“financial consultants”
is only 1.5 years

Did You Know?

Most Advisors Cost You Profits

Unnecessary
commissions and
embedded fees

Trades made for
mortgage payments,
not your success

Average tenure of
“financial consultants”
is only 1.5 years

What you
lose to costs
$170,000

Earnings
$160,000

Investment
$100,000

Earnings
$330,000

Investment
$100,000

  • Others
  • VS
  • Woodson

Why A 2% Fee Will

Actually Cost You 25%

Most advisors will charge you 1-1.5% management fees and then fail to tell you about the .5-1.5% added expense of the investments they choose. Over time, that can amount to a ‘fee drag’ on your returns of 25-50% over a 20-year time frame. This also doesn’t account for the impact taxes have on your plan. We’ll mitigate both.

We Believe
In Growing With You,
Not From You

Everyone Deserves Financial Freedom

I grew up in a family that always seemed to have money challenges. I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money.

Because of my experiences, I’ve created a firm dedicated to helping others continue to do what they love to do with ZERO financial stress.

Benefits of A Fee-Only Fiduciary

  • Fee-only fiduciary, with
    goals aligned with yours
  • Only pay for planning and
    investment management,
    not hidden fees
  • Customized Financial Plans tailored for
    all aspects of your life

Download one of our Free Guides

Schedule a Call Today

Woodson Wealth Management is a fee-only, financial advisory firm dedicated to helping you continue to do what you love to do with ZERO financial stress.
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info@woodsonwm.com
Call us at 858-923-4500
Schedule A Call

© 2020 Woodson. All rights reserved.

Woodson Wealth Management is a fee-only, financial advisory firm dedicated to helping you continue to do what you love to do with ZERO financial stress.
Home
Services
Why Us
Contact Us
Privacy Policy
Website Disclosure
Firm ADV
Client Relationship Summary (CRS)
 Email us: info@woodsonwm.com
 Call or text: 858-923-4500
 Office: 760-566-8533
 Ready?: Schedule A Call

© 2021 Woodson Wealth Management and Consulting Inc. All rights reserved.

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