Worthwhile Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Alternatively, we may offer to provide financial planning and consulting and coaching services on an hourly basis at a rate of $250 per hour.”

Annual fee

$1,250⁠-⁠$10,000/yr

“When providing financial planning and coaching and consulting services on a standalone basis (in which we have not been engaged to manage a client’s accounts), we generally charge a flat fee that ranges from $1,250 to $10,000 per year.”

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

How Worthwhile Wealth bills

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

• “Each client should review the services agreement signed with us for the specific fees that will be charged and how fees will be payable.”
• “Fees are negotiable, but we reserve the right to accept or reject different fees proposed by the client.”

How Worthwhile Wealth’s fees compare

• Its hourly rate of $250 is below the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 3 of the 5 other planners in Johnson City that publish an hourly rate charge less.
• Its annual fee of $1,250-$10,000 spans the Tennessee median of $7,250. 46% of the 35 other Tennessee planners that publish an annual fee charge less.

About Worthwhile Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1.3% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341019

Phone

(423) 610-0099

Can advise clients in 2 states: Arizona, Tennessee

Other planners in Johnson City that publish fees

• Allied InvestmentsJohnson City$150/hr, Up to $2,500
• BCS Wealth Management, LLCJohnson City$100⁠-⁠$550/hr
• Lake Park AdvisorsJohnson City$175/hr
• Roan Capital PartnersJohnson City$200/hr
• Valor Financial PlanningJohnson City$1,000⁠-⁠$3,000, $100⁠-⁠$500/mo
• Worthwhile Wealth CouncilJohnson City$250/hr, $250/qtr

Compare all 8 planners in Johnson City