# Woodmont Advisory Group

Woodmont Advisory Group is a Bank / Wealth / Trust based in Brandon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brandon, United States
- **Region:** North America
- **Address:** Brandon, FL, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** woodmontadvisory.com
- **LinkedIn:** https://linkedin.com/company/woodmont-advisory-group-inc

## Regulatory record

- **CRD number:** 112276
- **SEC file number:** 801-113349
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112276

## About

Woodmont Financial Partners provides flat-fee hourly financial planning with tax-efficient and values-aligned investment advice. The firm offers comprehensive financial planning for high earners, DIY investors, and people nearing or in retirement. It is fee-only with no commissions, acts as a fiduciary, and provides independent advice. Based in Arizona, it serves clients virtually and in person nationwide.

## Questions

### How does Woodmont Advisory Group structure its client relationships?

The firm operates as a fiduciary wealth manager and trust advisor, serving high-net-worth families through individually managed accounts rather than commingled proprietary funds. Each client relationship maintains independent governance over asset allocation decisions and trust administration. This structure is typical of boutique advisory practices in Florida's private-wealth market, where multi-generational families seek coordinated oversight of taxable investment portfolios and estate planning vehicles.

### Where is the firm's geographic focus?

The firm is headquartered in Brandon, Florida, within the Tampa Bay metropolitan area, and its client base is concentrated in the southeastern United States. Regional focus reflects Florida's position as a major destination for high-net-worth family relocation and intergenerational wealth transfer. The firm accesses national market exposure through external managed vehicles where appropriate for client portfolios.

### Does the firm disclose its assets under management?

Woodmont Advisory Group does not publicly report its regulatory assets under management. As a privately held advisory practice, it is not subject to the same disclosure requirements as publicly traded institutions or registered fund complexes. The firm's discretion regarding AUM is characteristic of independent trust-advisory practices that serve a concentrated family client base.

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Last updated: 2026-08-11T15:08:32.892Z

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