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They include 427 individual clients, 148 high-net-worth individuals, and 5 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wood Tarver Financial Group offer?","answer":"Wood Tarver Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, business succession planning, education planning, estate planning, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Wood Tarver Financial Group use?","answer":"Wood Tarver Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $462M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wood Tarver Financial Group have?","answer":"Wood Tarver Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wood Tarver Financial Group invest in?","answer":"At the end of its last fiscal year, Wood Tarver Financial Group’s separately managed accounts held 78% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 3% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wood Tarver Financial Group?","answer":"Wood Tarver Financial Group is owned through holding companies by Eric Tarver. Its direct owners are Mje Wealth Management, LLC (75% or more) and Tarver Wealth Management, LLC (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wood Tarver Financial Group get paid?","answer":"Wood Tarver Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Wood Tarver Financial Group registered with the SEC?","answer":"Yes, Wood Tarver Financial Group has been registered with the SEC as an investment adviser since 1 November 2018. 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