Fee-only adviser · Huntsville, AL

Womack & Associates, LLC

Womack & Associates, LLC is a fee-only investment adviser registered with the securities regulator of Alabama, with its main office in Huntsville, Alabama. On its latest Form ADV, filed May 21, 2026, it reports 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: Alabama
Firm CRD number136215
Office4650 Whitesburg Drive S Suite 101
Huntsville, AL 35802
Phone(256) 534-1360
Websitewomackassociatesllc.com
Regulatory assets under managementNot reported
Individual clientsFewer than 5
Financial planning clients1-10
How it chargesHourly, Other
ServicesFinancial planning, Educational seminars
Employees11
Disciplinary disclosuresNone reported
Latest Form ADV filingMay 21, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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