Worthwhile Wealth Council fees and pricing
Financial planner in Johnson City, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Worthwhile Wealth Council charges $250 an hour, a quarterly fee of $250, and an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Quarterly fee
- $250/qtr
“Where comprehensive financial planning services and consultation are the primary focus and asset management is requested for relatively smaller initial accounts, the firm offers a bundle of services by an annual subscription fee of $1,000 billed quarterly ($250 per quarter) regardless of asset value, until the…”
- Annual fee
- $1,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Worthwhile Wealth Council bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client.”
- “Fees for this service are typically billed on a quarterly basis reflecting the hours for which we were engaged on your behalf.”
- “One fourth of the annual rate is assessed in advance of each quarter established by the quarterly account value.”
How Worthwhile Wealth Council’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 $1,000 is below the Tennessee median of $7,250. 3% of the 35 other Tennessee planners that publish an annual fee charge less.
About Worthwhile Wealth Council
“Our philosophy is based on strategic, global, multiple asset class investing for dedicated savers, high earners, people of high net worth, foundations, retirement plans and plan participants.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Physicians and dentists
- Business owners
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
- Clients
- 176
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $74,204,733
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 126918
- Phone
- (423) 610-0099
Can advise clients in 4 states: Arizona, North Carolina, Tennessee, Virginia
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 WealthJohnson City$250/hr, $1,250-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.