Woodland Investment Consulting LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,893,238
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
42
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$521,268
About
The firm provides discretionary portfolio management and integrated financial planning primarily for individual investors and pension plans, including defined-contribution plans. It also offers pension consulting services and negotiates consulting engagements tailored to plan clients.
The firm follows a value-oriented, relatively low-risk investment approach that emphasizes broad diversification across stocks, high-quality bonds, ETFs and mutual funds and a focus on income and capital preservation. Holdings are generally long-term, the adviser avoids margin, short selling and options, and will increase allocations to cash equivalents and fixed income when equities appear overvalued.
The practice is atypical among solo independent advisers in that it combines individual account management with pension consulting and administration for defined-contribution plans, services that a minority of peers provide. Its client roster is small (42 clients) with roughly $32 million in assets under management as of June 30, 2024, implying higher average account sizes and relatively limited work with lower‑asset individuals, and the principal’s multi‑decade institutional retirement experience and longstanding CFA credential inform an institutional-style investment process.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement income strategy
Fee options
1% annually, assessed quarterly at 0.25% per quarter
Main office location
Woodland Investment Consulting LLC
Boston MA, United States
Number of offices
1
Most active in
Woodland Investment Consulting LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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