Womack & Associates, LLC

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Client assets under management

Clients

0% high-net-worth

Advisors

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

About

Womack & Associates, LLC provides personalized financial planning to individuals, high‑net‑worth clients, trusts, estates and business entities, and also offers tax compliance, accounting and business consulting through its CPA practice. Financial planning is delivered on a comprehensive or segmented basis and results are provided to clients in a written plan following personal interviews and document review.

As part of the planning process the firm educates clients about income tax effects, diversification and the rates of return needed to meet goals, and it coordinates with outside investment advisers for specific buy‑sell recommendations. Womack & Associates does not provide portfolio management, has no custody or discretionary authority over client assets, and does not accept referral fees or commissions from the investment advisers to whom it refers clients.

What distinguishes the firm from many peers is the material overlap between its CPA practice and its advisory work, with advisors holding CPA and CFP® credentials and offering separate tax and business consulting engagements. The firm relies on fee‑for‑planning arrangements rather than percentage‑of‑assets fees and encourages clients to engage in periodic (typically annual) plan reviews to keep recommendations current.

Client services

Financial planning Educational seminars or workshops

Expertise

General tax planning

Fee options

Project-based

$325 to $400 per hour

Other

Fee-only: $325 to $400 per hour, negotiable, billed based on actual time spent

Main office location

Womack & Associates, LLC

4650 Whitesburg Drive S, Suite 101

Huntsville AL 35802, United States

Number of offices

Most active in

Alabama

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not 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.

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 256-534-1360

Advisors at this firm

Lori W

CFP®

Huntsville, AL

Womack & Associates, LLC

Lori Womack is a CFP® professional with 22 years of industry experience and has been with Womack & Associates, LLC since 2005. She is also a CPA and manages the firm’s public accounting practice, which includes tax planning, compliance, and small business accounting services. Womack & Associates, LLC provides personalized financial planning and tax, accounting, and business consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines its CPA and advisory work to offer comprehensive planning and relies on fee-for-planning arrangements without discretionary authority over client assets.

General tax planning

Stephanie K

CFP®

Huntsvile, AL

Womack & Associates, LLC

Stephanie Kingsford is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Womack & Associates, LLC since 2008. She is also a CPA at the same firm, providing tax planning, compliance, and small business accounting services. Womack & Associates, LLC offers personalized financial planning to individuals, high-net-worth clients, trusts, estates, and business entities, integrating tax compliance, accounting, and business consulting through its CPA practice. The firm delivers financial plans based on comprehensive or segmented approaches and coordinates with outside investment advisers without managing client assets directly.

General tax planning

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