Woods Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Woods Advisory Services LLC provides personalized, fee-only financial planning and asset management to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm operates with a single principal and manages roughly $27 million in client assets across a relatively small client base, delivering integrated planning and ongoing portfolio oversight.
The firm emphasizes a long-term, asset-allocation driven investment approach implemented primarily on a discretionary basis, favoring low-cost vehicles such as index funds and ETFs and a disciplined process that narrows investable options to a limited universe. Financial planning is the starting point for portfolio decisions, and the firm routinely combines planning and asset management while, where appropriate, involving multiple generations in family planning discussions.
A distinctive feature is that the firm’s principal is a Certified Public Accountant who also operates an affiliated accounting and tax practice, so clients may be offered tax and accounting services in addition to advisory services — a relationship the brochure discloses as a potential conflict of interest. The firm notes mitigation steps (disclosure and client choice of providers) and places explicit emphasis on tax-related issues, financial-statement analysis, and cost-focused security selection, which is less common among similar advisory practices.
Client services
Expertise
Fee options
Financial planning fees fixed fee basis, typically $2,000 to $5,000, negotiable
$0 - $500,000: 1.25% annually $500,501 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.90% annually $2,500,001 - $5,000,000: 0.75% annually
Account minimum: $100,000 Fee-only: Financial planning fees: $2,000 to $5,000 fixed fee, negotiable
Main office
606 Baltimore Avenue, Suite 300
Towson MD 21204
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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