Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 65
Experience Industry experience
48 years
Location
Lewisburg, WV
Strategic Blueprint, LLC
Multi-team
Roger Woodruff is a ChFC® credentialed advisor with 48 years of industry experience, currently with Strategic Blueprint, LLC since 2020. His prior experience includes roles at Commonwealth Financial Services, LLC, LPL Financial, Inc., Arbor Point Advisors, and Securities America, Inc. Woodruff is also the owner of Life Income, a financial services practice management business. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, with services including financial planning, retirement consulting, family office services, and an uncommon flat-fee Subscription Advisory Program for ongoing planning.
Based on Strategic Blueprint, LLC
Based on Strategic Blueprint, LLC
Financial planning flat fees up to $10,000; Subscription Advisory Services annual flat fee (negotiable); initial setup fee possible.
$0 - $250,000: All-Inclusive (Wrap): 2.25% annually, Non-Inclusive: 2.15% annually $250,000 - $500,000: All-Inclusive (Wrap): 2.15% annually, Non-Inclusive: 2.05% annually $500,000 - $1,000,000: All-Inclusive (Wrap): 2.00% annually, Non-Inclusive: 1.90% annually $1,000,000 - $2,000,000: All-Inclusive (Wrap): 1.75% annually, Non-Inclusive: 1.65% annually $2,000,000 - $5,000,000: All-Inclusive (Wrap): 1.50% annually, Non-Inclusive: 1.40% annually $5,000,000+: All-Inclusive (Wrap): 1.25% annually, Non-Inclusive: 1.15% annually
Commissions earned by advisory representatives who are also registered representatives for securities and insurance products; advisory fees waived on commission assets.
Up to $500 per hour for financial planning and consulting.
Annual flat fee for Subscription Advisory Services program; fee negotiable and billed quarterly or monthly in arrears.
Account minimum: $25,000 Fee-only: Fixed fee up to $10,000 or hourly up to $500 per hour for financial planning and consultations; may negotiate higher fees.
Lewisburg, WV
Lewisburg WV
Advisors at this office
1
South Carolina · West Virginia
48 years of industry experience
Strategic Blueprint, LLC
2020 - Present • 6 years
Atlanta, GA
Arbor Point Advisors
2017 - 2020 • 3 years
Parkersburg, WV
SECURITIES AMERICA, inc.
2017 - 2020 • 3 years
Parkersburg, WV
Commonwealth Financial Services, LLC
2003 - 2020 • 17 years
Parkersburg, WV
LPL Financial, llc
2003 - 2017 • 14 years
Parkersburg, WV
Equitable Advisors
1996 - 2003 • 7 years
Parkersburg, WV
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Lewisburg, WV
McClure Private Wealth, LLC
Evan Mc Clure is a financial advisor at McClure Private Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has worked at Burke & Herbert Bank & Trust and PwC, among other roles. While attending West Virginia University, he was employed managing their student-managed investment fund, conducting equity research. McClure Private Wealth provides customized financial planning and discretionary portfolio management to individuals, non-profits, and businesses. The firm utilizes a combination of passive and active management strategies, including the use of derivatives and options, and also offers tax preparation and bookkeeping services alongside investment management.
Series 66
Lewisburg, WV
Edward Jones
Kathryn Eads is a financial advisor at Edward Jones in Lewisburg, WV, holding a Series 66 designation and with 20 years of industry experience. She has worked with Edward Jones since 2006. Outside of her advisory role, she is a member of G & W EADS LLC, a real estate business based in Lewisburg. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Series 63, Series 66
White Sulphur Springs, WV
Merrill
Michael Shalhoup is a Senior Financial Advisor and the founding member of The Shalhoup Group at Merrill Lynch Wealth Management. He provides strategic financial recommendations tailored to individual client needs and focuses on all aspects of wealth management, including corporate stock award compensation. His services encompass personal banking, financial strategy, estate planning, wealth transfer, insurance, educational planning, lending, and retirement lifestyle requirements. Michael holds a BA degree in Economics from West Virginia University and has studied Finance and Economics at Bond University in Australia. He also holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and the Personal Investment Advisor (PIA) designation. Michael serves on the West Virginia University Chambers College of Business & Economics Finance Advisory Council. Michael has been recognized with the On Wall Street's "Top 40 Advisors Under 40" awards in 2018 and 2019 and has been named in Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2024. His professional approach emphasizes a holistic financial strategy that supports clients through all stages of life. Outside of his professional work, Michael's personal interests include adventure sports, boating, fishing, golfing, music, painting, photography, spending time with family, and traveling.
Series 66
Lewisburg, WV
Edward Jones
Kimberly Beard is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2018 and previously spent five years at Home Care Plus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.
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