Wootton Financial Group Inc

Game Plan Advisors, Inc., also known as Wootton Financial Group Inc., is a registered investment adviser established in December 1995 in Texas. The firm offers fee-based Financial Planning, Investment Management, and Investment Consultation Services, including 401(k) Advisory Services. Investment Management services involve regular portfolio reviews and flexible portfolio management with a focus on seeking profits and protecting capital. The firm does not guarantee profits and offers various portfolio objectives. Clients receive transaction statements and have internet access for account information. Game Plan generally maintains discretionary authority over client accounts but does not have custody of client funds. The firm provides Financial Planning services based on the complexity of the client's financial situation, with fees ranging from $0 to $10,000. Investment Consultation services are available at a rate of up to $500 per hour. Game Plan also offers Turnkey Asset Management Program Services in collaboration with Sherman Portfolios, LLC. The firm's investment strategies involve various methods of analysis to monitor changing conditions and risk levels in the economy and financial markets. Clients are advised of the risks associated with investing in securities. Game Plan primarily serves individuals and high net worth individuals, with a minimum account size of $25,000 for clients using their TAMP services. The firm's fee structure includes Investment Management Fees ranging from .25% to 3%, Financial Planning Fees, and 401(k) Advisory Services Fees. Game Plan does not charge performance-based fees and acts as a fiduciary, placing clients' interests ahead of their own. The firm does not sponsor a wrap fee program and manages accounts on a discretionary basis, with $135,311,509 total discretionary assets under management as of December 31, 2024.