# Woodard & CO Asset Management Group INC Source: https://planprovider.pro/provider/woodard-and-co-asset-management-group-inc > Fee-only and privately owned, Woodard & Co Asset Management Group INC works with retirement plan sponsors and individual investors from Bermuda Run in th… Retirement Plan Advisor Bermuda Run, NC ## About Woodard & CO Asset Management Group INC

Fee-only and privately owned, Woodard & Co Asset Management Group INC works with retirement plan sponsors and individual investors from Bermuda Run in the Winston-Salem area of North Carolina. The firm handles discretionary asset management and does not accept commissions.

Founded in 1998, Woodard & Co Asset Management Group INC uses a team-based process for reviewing and selecting investments such as mutual funds, stocks, and CDs. The firm reports $1.0B in assets under management (2026).

For employers, the firm supports retirement plans and provides 3(21) fiduciary services alongside guidance on plan investments and related decisions. It also works with plans such as 401(k)s and SEP-IRAs. Clients can also receive financial planning at no additional charge, covering items like investment objectives and portfolio policy.

One differentiator is its combination of fee-only advice and discretionary management with retirement plan support under a 3(21) fiduciary role.

Website: [https://wcamg.com/home/](https://wcamg.com/home/) Founded: 1998 ## Office Locations - Bermuda Run, NC (Headquarters) ## Services Offered - 3(21) Investment Advisor ## Client Statistics (2026) - Total Clients: 0 - Total AUM: $1.0B ## Other Retirement Plan Advisors in NC - [Sageview Advisory Group](https://planprovider.pro/provider/sageview-advisory-group) - Newport Beach, CA - [Raymond James Financial](https://planprovider.pro/provider/raymond-james-financial-inc) - St. Petersburg, FL - [Captrust](https://planprovider.pro/provider/captrust) - Raleigh, NC - [Eastover Capital Management](https://planprovider.pro/provider/eastover-capital-management) - Charlotte, NC - [MCSHANE PARTNERS](https://planprovider.pro/provider/mcshane-partners) - Charlotte, NC - [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE - [Allison Investment Management, LLC](https://planprovider.pro/provider/allison-investment-management-llc) - Columbia, SC - [H. L. Ormond & Company, LLC](https://planprovider.pro/provider/h-l-ormond-and-company-llc) - Greenville, NC - [Client First Investment Management LLC](https://planprovider.pro/provider/client-first-investment-management-llc) - West Bend, WI - [Blueprint Financial Advisors](https://planprovider.pro/provider/blueprint-financial-advisors) - Charlotte, NC [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/woodard-and-co-asset-management-group-inc) © 2026 PlanProvider.Pro