WealthFactor Information

WealthFactor is being built as the future of wealth management — wealth services rebuilt the way they should be, rather than patched onto rails designed decades ago. The industry's problem is structural. Layers of fees. Fragmented data. So much operational drag that an expert can barely get to the point of delivering an actionable planning item. We rebuilt the delivery instead: the practice runs on agentic AI rails, so the assembling, drafting, screening, and monitoring run on software we control — and our experts deliver tailored, actionable planning at a scale the old structure can't reach. The investing follows the evidence — broad diversification, cost discipline, tax awareness, no market timing — and the planning treats your whole picture, not just a portfolio. When you see WilliamFrank and the copper W inside our tools, you're working with AI — clearly labeled, always with a person accountable. When you see WealthFactor blue, you're with a human. We think you should always know which is which. What clients get: a personal WealthFactor score and the evidence behind it · a balance sheet you can actually manage · planning modules that respect your time · personalized, tax-aware indexing included in one transparent fee-based relationship · a team that answers. WealthFactor is a brand of WealthFactor, LLC. Investment advisory services are provided through Farther Finance Advisors, LLC, a registered investment advisor; Bill Woodruff and the WealthFactor team are Investment Adviser Representatives of Farther Finance Advisors, LLC. WealthFactor, LLC is not a registered investment advisor, bank, broker-dealer, or custodian.