Worthen Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000

“We charge a flat fee of $3,000 for our financial planning services.”

Monthly fee

$249/mo

“The Subscription Program fee is $249 per month in advance.”

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

How Worthen Financial Advisors bills

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

• “Worthen will assess its advisory fee on a quarterly basis, in arrears, per the above Worthen Financial Advisor fee schedule and assessed pro rata depending on when services commence.”
• “Investment Management and Employee Benefit Plan clients will be invoiced in advance at the beginning of each calendar quarter based on the value (market value based on independent, third-party sources or fair market value in the absence of market value.”
• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is opened.”

How Worthen Financial Advisors’ fees compare

• Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.

About Worthen Financial Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.15% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

92

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications

Assets managed

$47,905,274

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316622

Website

worthenadvisors.com (opens in new tab)

Phone

(832) 895-1188

Other planners in Friendswood that publish fees

• Bayrock Financial, L.L.C.Friendswood$250/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

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