Worthwise Financial Partners fees and pricing
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 9, 2026, Worthwise Financial Partners charges $250 an hour, a flat or project fee of $750-$2,700, and a monthly fee of $250-$900 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“For projects where the scope is not clearly defined or where work may occur intermittently on an ongoing basis, the hourly fee is $250 per hour.”
- Flat or project fee
- $750-$2,700
“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $750-$2,700 depending on complexity and an ongoing fee that is paid monthly, in arrears, at the rate of $250-$900 per month depending on complexity.”
- Monthly fee
- $250-$900/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Worthwise Financial Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
- “The first monthly fee will be prorated based on the start date (if not the first of the month).”
How Worthwise Financial Partners’ fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- 19 of the 67 other planners in Houston that publish an hourly rate charge less.
- Its flat or project fee of $750-$2,700 is below the Texas median of $3,850. 18% of the 401 other Texas planners that publish a flat or project fee charge less.
- 9 of the 49 other planners in Houston that publish a flat or project fee charge less.
About Worthwise Financial Partners
- Principal: Alison James
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
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
- 0.8% a year
- Clients
- 34
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $23,222,692
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316812
- Phone
- (832) 838-9473
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
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.