Worrell Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event of early termination, the client will be billed for the hours worked at the rate of $250 per hour.”

Flat or project fee

$500⁠-⁠$3,500

“The fixed fee can range between $500.00 and $3,500.00, depending on complexity and needs of the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Worrell Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If a fixed fee program is chosen, half of the fee is due at the beginning of process and the remainder is due at completion of work, however, Worrell Financial will not bill an amount above $500.00 more than 6 months in advance.”
• “If the initial deposit is greater than the amount billed, then the client will be refunded the difference.”
• “If the initial deposit is less, then the client will be billed the difference. 5 At advisor’s discretion, fees may be paid arrears, upon completion of financial plan.”

How Worrell Financial LLC’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 7 other planners in West Chester that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,500 is below the Pennsylvania median of $3,650. 30% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in West Chester that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Worrell Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319302

Phone

(610) 563-6800

Other planners in West Chester that publish fees

• Asbury CapitalWest Chester$250/hr, $500⁠-⁠$1,500
• Ballast Financial Advisors, LLCWest Chester$500/hr, $10,000
• Bowen Asset Management LLCWest Chester$200⁠-⁠$500/hr
• Financial CoachWest Chester$2,500/yr
• Locus Wealth ManagementWest Chester$350/hr, $3,000⁠-⁠$15,000
• Market Street Wealth ManagementWest Chester$50⁠-⁠$100/mo

Compare all 16 planners in West Chester