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Wm. Stuart Wood

Financial Advisor & Certified Financi... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">SolomonWood Financial Advisors; LPL Financial</span>

Intro Book

Certified Financial Planner delivering personalized financial planning services.

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Location

Chattanooga, Tennessee, United States...

Languages

French Limited working proficiency

Skills

Financial Planning
Retirement Planning
Estate Planning
Portfolio Management
401k
401k Rollovers
Simple Ira
Roth Ira
Sep Ira
Coverdell Esa
Traditional Ira
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Wm. Stuart Wood has 28 years of experience as a financial advisor, which is impressive. He’s a Certified Financial Planner, which adds credibility. Skills like financial planning, estate planning, and portfolio management are in demand. Location is Chattanooga, TN, which is not a major hub for finance. However, it’s a smaller market, so rates might be lower. I’ll consider national averages for financial advisors. According to the Bureau of Labor Statistics, the median annual salary for financial advisors in the US is around $90,000. However, this figure includes a wide range of experience levels. More experienced advisors like Wm. Stuart Wood can charge higher rates. Let’s look at the industry standard. Some financial advisors charge $100–$200 per hour, depending on their experience and credentials. Considering Wm.’s experience and certification, I’ll estimate around $125 per hour.

Bio

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Topline AI

Wm. Stuart Wood is a seasoned financial advisor with 28 years of experience in providing personalized financial planning, estate planning, and portfolio management. He holds a BS in Mechanical Engineering from the University of Tennessee, Knoxville, and is a Certified Financial Planner. Wood has worked at SolomonWood Financial Advisors and LPL Financial, helping clients achieve their financial goals and create a confident financial future.

Credentials

Certified Financial Planner

Certified Financial Planner Board of Standards

Sep, 2001
- May, 2026

Experience

SolomonWood Financial Advisors; LPL Financial
- Chattanooga, TN
- Financial Advisor & Certified Financial Planner
  - 1996 - Present
  - Chattanooga, TN
  At SolomonWood Financial Advisors, we understand how important it is for people to have a personalized plan that fits their financial needs, and to have it sooner rather than later. Most of our clients use our firm for estate/retirement planning and investment management. Our clients commonly hav...

Education

1992 - 1996

University of Tennessee, Knoxville

1992 - 1996

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Wm. Stuart Wood

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100 Credits For FREE

$125.0

Hourly Rate