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® with 48 years of experience in the financial services industry. He is currently with Strategic Blueprint, LLC, where he has worked since 2020. His prior roles include positions at Arbor Point Advisors, Securities America, Commonwealth Financial Services, and LPL Financial. Woodruff owns a financial services practice management business. Strategic Blueprint, LLC serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering customized, goal-based investment strategies and a formal Subscription Advisory Services program alongside portfolio management and financial 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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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 experience working with West Virginia University's Student Managed Investment Fund, where he conducts equity research. Prior roles include positions at PwC and Education Consulting Team, LLC. McClure Private Wealth, LLC provides customized financial planning and discretionary portfolio management to individuals, nonprofits, and businesses. The firm combines passive and active investment strategies using a range of analytical approaches and manages client accounts on a discretionary basis, offering services that include tax preparation and bookkeeping alongside portfolio management.
Series 66
Lewisburg, WV
Edward Jones
Kathryn Eads is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 66 designation and has been 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, WV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 financial advisors nationwide.
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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